Beyond Bulls & Bears

Bears Gather around the Goldilocks Eurozone

Bears Gather around the Goldilocks Eurozone

The eurozone is currently offering what we would regard as an ideal environment to generate growth, so we’d certainly be slightly concerned if the economy there was not growing.

2015 Asia Pacific Investor Forum Snapshot

2015 Asia Pacific Investor Forum Snapshot

To date, lower interest rates do not seem to have stimulated the domestic Australian economy. We think there’s probably more work to be done by the Reserve Bank, and therefore, we project yields will continue to decline, as likely will the Australian dollar.

Rising US Dollar a Mixed Bag for World’s Currencies

Rising US Dollar a Mixed Bag for World’s Currencies

I don’t think the British pound will be quite as badly impacted by the dollar strengthening because the United Kingdom, like the United States, is in a better economic state than some other countries. It wouldn’t surprise me to see the pound hold up better than the euro against the dollar.