With the dramatic drop in oil prices and the consequent slowing of inflation there has been some speculation about the future direction of interest rates. Nazmeera Moola, Economist and Strategist at Investec Asset Management, has an interesting view on this issue. Click to read the article: “Tone of MPC statement key to rate expectations”.
For the world of finance 2014 has not exactly been an ‘annus horribilis’, but it has not been an easy ride either. Investec Asset Management director Jeremy Gardiner looks back at the good, the bad and the ugly events that shaped the markets over the past year. Click to read the article: “Healing, but some parts still hurt”
I refer to a previous post on the blog “Looking Ahead at Markets and Inflation“ which gives Coronation Asset Managers’ perspective on the returns of financial markets going forward. This is another interesting graph which gives the long term averages. You will see that these are lower than the returns for the various asset classes over the past 10 years, 5 years and 1 year. Markets tend to revert to their long term averages. This graph therefore supports their view that going forward, returns will be more muted.