Hints and tips:
...He did so by calculating the returns investors would have missed out on if they rotated out of equities and into the Barclay’s Aggregate Bond index after each specific call....
...In 2009, Barclays built the first volatility-linked ETP using Vix futures, and by 2017 there were more than 40 Vix-linked ETPs available for ordinary retail investors to trade....
...With persistently low commodity prices and the economic slowdown in China, it would be easy for the Cassandras to prevail....
...Analysts are divided on the longer-term effects of the bear market on consumer spending, but, says Emily Huang, analyst at Barclays, the plunge in Chinese equities — the Shanghai Composite has fallen some...
...Take that, Cassandras. HSBC saw manufacturing “gaining momentum” and noted that the March-April average reveals that industrial production increased 1.4 per cent....
...But the import picture is much better than the Cassandras say because only 7.5 per cent of the total is composed of consumer-related goods....
...- Barclays updates its numbers. - Is this global inflation thing overcooked? - HMG Cassandras. - On Wednesday, Surallun meets the MPC: Yer Fiyud! - Bradford, Bingley and Broke....
...But the last word on this should go to Colin Negrych, a principal at Barclay Investments, who told Bloomberg: “I’m certain there is at least one major hedge fund out there at least as rightly concerned about...
...Familiar gloomy tones from legendary Cassandras such as Warren Buffett and Wilbur Ross only add to the general sense of unease....
...You do not need to be a Cassandra to see a real risk of oil going higher, even from its present levels. But there are arguments against this....
...Something else for the weekend: We have the first interview with the people behind Kurt Geiger, the fashion brand, since it was sold by Mohammed Al Fayed to Barclays Private Equity....
...Rational investors feel like Cassandra, who prophesied doom but was cursed never to be believed. The issue becomes all the more difficult when the asset in question is housing....
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