by James Weir | Mar 1, 2024 | Opinion Pieces
Last week I was at a conference about alternative investments, and I cannot tell you how many people I spoke to who had decided the US share market is nuts. They were piling all kinds of arguments behind that view: The S&P 500 has jumped 24% in just four months,...
by James Weir | Feb 28, 2024 | Opinion Pieces
Private credit is redefining fixed income as an asset class, with returns as high as 10 per cent plus attracting an explosion of interest. But all that attention has drawn the usual cowboy operators, so smart investors need to be careful. What is private credit?...
by James Weir | Jan 31, 2024 | Opinion Pieces
The US share market has just hit a new all-time high and its returns have smashed the rest of the world for the past 15 years. But US shares also trade on valuation multiples that are much higher than the rest of the world, leaving investors who already own US...
by James Weir | Jan 17, 2024 | Market Updates / Reviews
2023 – the scorecard 2023 started off with all kinds of dire forecasts, there had never been such an overwhelming consensus that the US economy would slump into recession and take share markets with it. But not only did the economy power through, so did share markets,...
by James Weir | Nov 22, 2023 | Opinion Pieces
It’s never happened before: bonds are about to deliver a third year of negative returns. The BofA Merrill Lynch 10+ Year Treasury Total Return Index in the US was recently more than 40% off its highs – more than double its previous worst drawdown. It’s left a lot of...
