Thursday, June 24, 2021

Forbes: Investors Sink $77 Billion Into Mutual Funds And ETFs Over Last Month

 By SIMON CONSTABLE

The largest share of that haul, 58%, went into funds that specialize in bonds, both taxable and municipal. Read more here.


Photo by Sophie Backes on Unsplash

  

Forbes: Recession May Be Over Soon For Germany

By SIMON CONSTABLE

Germany’s epic recession maybe closer to ending than you think.

The largest economy in Europe has been contracting for well over a year, but leading indicators show that businesses are beginning to bounce back with some vigor.

Read more here.


Photo by Clemens van Lay on Unsplash

Barron's: This Copper Miner Is Facing New Taxes in Chile. The Stock Is Already Taking a Hit.

 By SIMON CONSTABLE

Shares of copper mining company Antofagasta look set to deflate because of a political lurch to the left in Chile, raising the possibility of higher taxes on resource companies. Recent drops in the price of copper aren’t helping either. Read more here.

Copper mine
Photo by Victor Garcia on Unsplash


Monday, June 7, 2021

Featured in Daily Express

 By SIMON CONSTABLE


Read full story here.

Investing Article of the Year?

By SIMON CONSTABLE



See original here.

WSJ: Why Investors May Not Want to Regularly Rebalance Their Portfolio

 By SIMON CONSTABLE 

It’s an investor’s mantra: Rebalance your portfolio regularly. But it may be worth rethinking that mantra. 

The case for rebalancing is pretty straightforward. Over time, assets whose prices rise account for a growing proportion of a portfolio’s overall value, and those whose prices fall amount to a shrinking share of the portfolio. Rebalancing, by selling securities that have risen in value and buying assets whose value has declined, restores the investor’s desired weighting of various assets within the portfolio. Read more here.


Photo by Hans Eiskonen on Unsplash

WSJ: What Is Global Macro?

 By SIMON CONSTABLE

Wall Street professionals often refer to “global macro,” but few outside of the finance world have any idea what it means or why it matters to investors.

Global macro is a term for underlying trends that are so large that they could lift or drop the economy or vast chunks of the securities market, says Peter Tchir, head of global macro at New York-based Academy Securities. “As a whole, they are huge driving factors,” he says. Read more here.

Photo by Kyle Glenn on Unsplash