• Market Recap: A Slippery Slope

    Posted on December 12, 2014 by Gemmer Asset

    The global capital markets were in a mini-turmoil this week as oil prices continued to push to new lows and political risks in certain countries reared their ugly head again....
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  • Interesting Reads for December 11th

    Posted on December 11, 2014 by Gemmer Asset

    Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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  • Interesting Reads for December 2nd

    Posted on December 2, 2014 by Gemmer Asset

    Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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  • Is “Euroglut” the next big problem for the Global Economy?

    Posted on November 25, 2014 by Gemmer Asset

    Cast your mind back to early 2004 when the Fed starting raising interest rates. Then as now the trade de jour was to cut bond portfolio durations in anticipation of rising rates. Fast forward to 2005 and everyone felt like an idiot because long-term rates didn’t budge. This was Greenspan’s ‘conundrum’ that he ruminated about for years to come....
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  • Interesting Reads for November 24th

    Posted on November 24, 2014 by Gemmer Asset

    Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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  • Market Recap: A China Surprise, BOJ Motives and Central Bankers’ Easing Envy

    Posted on November 21, 2014 by Gemmer Asset

    Equities received a nice boost on Friday after calming words out of Europe and a rate cut in China (more below). Bonds on the other hand went to sleep ahead of Thursday’s turkey day. The S&P closed up +1.2% for the week while small-caps were essentially flat. International stocks in dollar terms gained +0.7%, but returns were pulled down by the -1.1% loss in the euro and -1.2% loss in the yen. ...
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  • Interesting Reads for November 20th

    Posted on November 20, 2014 by Gemmer Asset

    Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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  • A Chart Worth Pondering

    Posted on by Gemmer Asset

    George Magnus posted this chart from the OECD on oil import dependency by region. If this is even close to being true, the economic and geopolitical environment in 2035 could be very different than today....
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  • Interesting Reads for November 18th

    Posted on November 18, 2014 by Gemmer Asset

    Japan’s early elections, Draghi’s famous off-the-cuff remark, and tough times for Russia…...
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  • Market Recap: The BoJ’s Open Bar and Oil’s Dramatic Decline

    Posted on November 14, 2014 by Gemmer Asset

    All in all it was a pretty quiet week for the global equity markets. The S&P 500 added +0.4% for the week while the overseas markets gained fractionally more. Two standouts for the week were 1) China and Hong Kong (+3% and +2.2%) on news that Chinese domestic A-shares will become easier to buy, and 2) Japan (+3.6%) on the news that the VAT hike may be delayed....
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