Colin Lloyd | TalkMarkets | Page 5

Colin Lloyd

Investment Writer - Presenter
Contributor's Links: In the Long Run
I have been following the ebb and flow of financial markets for more than 30 years. I have worked for brokers and asset managers in commodities, money markets, capital markets, equities and foreign exchange. My interests My interests include, but are not confined too, ...more
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65 to 76 of 76 Posts
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Is There Any Value In The Government Bond Markets?
Friday, May 12, 2017 5:02 AM EDT
The bull market in stocks which began in March 2009, has been driven, more than any other factor, by the fall in the yield of government bonds.
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Trumped Or Stumped? The Tax Cut, The Debt Ceiling And Riding The Gravy Train
Friday, May 5, 2017 3:36 AM EDT
A corporate tax cut from 35% to 15% will cost US$200bln/annum.
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Will Technology Change The Prospects For Emerging Market Growth?
Friday, April 21, 2017 3:36 AM EDT
The challenge to low-cost manufacturing in emerging markets is from technology.
In this article: F, EEM
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US 30 Year Swaps Have Yielded Less Than Treasuries Since 2008 – Does It Matter?
Friday, April 7, 2017 3:42 AM EDT
With 30yr Swap yields below T-bond yields arbitrage should be possible.
In this article: TYX
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Can A Multi-Speed European Union Evolve?
Friday, March 24, 2017 6:03 AM EDT
The ECB would almost certainly like to taper its quantitative easing, especially in light of the current tightening by the US.
In this article: EZU, FXE
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Low Cost Manufacturing In Asia – The Mighty Five - MITI V
Friday, March 10, 2017 12:50 PM EDT
Low cost manufacturing is moving away from China, Malaysia, India, Thailand, Indonesia and Vietnam will continue to benefit. Currency risks remain substantial. Stock market valuations are not cheap but they offer long term value.
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What Impact Could The NATO Defense Spending Renegotiation Have On EU Budgets, Bonds And Stocks?
Friday, February 24, 2017 4:49 AM EDT
The combination of increased military spending by the US and the pressure being brought to bear on Europe, should see the defense sector outperform over the longer term. In the last 12 months the iShares US Aerospace & Defense ETF (ITA) is up by 20%
In this article: ITA
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The Impact Of Household Debt And Saving On Long Run GDP Growth
Friday, February 10, 2017 3:41 AM EDT
BIS research indicates that household debt to GDP ratios above 80% reduce growth. But higher household savings do not appear to lead to higher investment.
In this article: EEM
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The Risks And Rewards Of Asian Real Estate
Friday, January 27, 2017 9:11 AM EDT
International investment in Asian Real Estate is forecast to grow 64% by 2020.
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Equity Valuation In A De-Globalising World
Friday, January 13, 2017 3:58 AM EDT
The positive Yield Gap will vanish but equity markets should still rise.
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Russia – Will The Bear Come In From The Cold?
Friday, December 9, 2016 11:19 AM EDT
Is it too late to buy Russian stocks and bonds? Is the Ruble still vulnerable? Did OPEC change anything?
In this article: ERUS, RSXJ, RBL, RSX, BKF
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Protectionism: Which Countries Have Room For Fiscal Expansion?
Friday, November 25, 2016 1:31 PM EDT
As globalisation goes into reverse, fiscal policy will take the strain. Countries with government debt to GDP ratios <70% represent >45% of global GDP. Fiscal expansion by less indebted countries could increase total debt by at least $3.48trln.
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65 to 76 of 76 Posts
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