Thursday, November 21, 2024

April 2024

1-6 out of 6 results.
Stock market crashesInternational sharesAsset classes, asset class returns
Margin Lending boom-bust signal of share market over-confidence - Not flashing red yet

  I have never used or recommended margin lending, but margin lending volumes are a great barometer of boom-bust cycles. Where are we now in the cycle? Are we near the top of the market?

Ashley Owen Apr 28, 2024
International sharesAsset classes, asset class returns
US Shares vastly over-priced + primed to fall - What will the trigger be?

The US share market hit new record highs at the end of March but has retreated a little in April. is this enough of a correction? Is the market still expensive? Is it the start of the next big correction? Here is my update on the US 'CAPE' ratio and what it means for returns  

Ashley Owen Apr 22, 2024
Managed fundsInternational sharesExchange Traded FundsBondsAsset classes, asset class returnsInflation
The Low Inflation era of great returns is over. Investing just got a whole lot harder!

Investors enjoyed unusually high returns in the past couple of decades because EVERY asset class posted above average returns when inflation was low. A blind-folded monkey with a dart board picking any random mix of asset classes would have done well!   But that era of great returns from low inflation is over.  What types of assets do best in different inflation conditions? What is the best inflation hedge? How to build long term portfolios for high(er) inflation?

Ashley Owen Apr 16, 2024
Investment bubbles/busts, cyclesInternational sharesStock market crashes
Not all world share markets are hitting new highs. Here are the Pretty Good, the Bad, and the Ugly

Most world share markets are hitting new highs this year, but some are not Here they are - the Pretty Good, the Bad, and the Ugly How does your country rate?

Ashley Owen Apr 05, 2024 2
Investment bubbles/busts, cyclesInternational sharesAustralian shares
Dozens of world share markets are hitting new highs - the myth of the Magnificent-7

It's not just the 'Magnificent-7' US tech giants, and it's not just US shares. There are dozens of share markets hitting new highs all over the world. Want proof? Here they are!

Ashley Owen Apr 03, 2024
International sharesBondsAsset classes, asset class returnsAustralian economy
March 2024 Snapshot - Shares keep rising despite strong economy + sticky inflation

March 2024 snapshot – Fed + RBA warn inflation not yet contained, but shares keep surging Here is my essential 1-page snapshot for Aussie investors – What is happening in local and global investment markets and Why.

Ashley Owen Apr 01, 2024

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The information contained in this document relates to historical, factual events and returns, and contains general commentary and observations about financial markets, asset classes, and asset allocation. This document, or any part thereof, does not, and is not intended to, constitute investment advice, or financial advice, or financial product advice, in any jurisdiction in which it is published, re-published or read. It does not recommend, encourage, or influence readers to buy, hold, sell, or deal in any financial product or security. Where securities of financial products are mentioned, it is purely for the purposes of illustration, context, and/or education, and not intended to influence anyone to buy, hold, sell, or deal in it. The information is current when written. All reasonable measures are taken to ensure its accuracy at the time of publication, but the author accepts no responsibility or liability for any errors or omissions. This document is only provided to, and intended for, holders of Australian Financial Services Licences. It should not be used or relied upon by any person or entity other than a duly licenced AFSL holder, or authorised representative thereof. The author receives no benefit, financial or otherwise, from any product provider, or product issuer, or any other firm involved directly or indirectly in the provision or services in or to financial markets or industries, whether mentioned in the report or not. Any opinions expressed by the author are his alone, and are intended for the purposes of education.