The Green Line

A monthly chart, plus a short commentary
Triple B or not triple B? That is the question…
January 2019: Growing risks in corporate debt markets spell big trouble – and big opportunities
2018 – Investors have had nowhere to hide
December 2018: Almost every major asset class has posted negative returns
Brexit bargains for Christmas?
November 2018: UK stocks are attractive on a free cash flow basis compared with the rest of the world
The jaws of a golden opportunity
October 2018: Gold mining equities offer compelling value compared to the shiny metal
The tortoise and the hare?
September 2018: Japan retakes title of second-largest stock market from China
The corporate credit canary – is US corporate debt on borrowed time?
August 2018: The risk of soaring corporate debt is being ignored
The rise and rise of passive investing
July 2018: There are more passively managed assets than actively managed – what could this mean?
Damned if they do… damned if they don’t
June 2018: Wage inflation in the US poses a growing problem for the Fed
Quantitative tightening – what might it mean?
May 2018: Shrinking central bank balance sheets could undermine record asset prices
Why traditional safe havens might not work
April 2018: In the market sell-off this February, defensive assets failed to defend.
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