Showing posts by StJohn Gardner

Investment officeDecember 2 2020

Investment Update: Commodity Boom

The low yields on government debt suggest concerns of deflation amongst bond market practitioners, who are happy to hold these assets for the next 10 years or so for precious little return, but just as a store of value, unlikely to be eroded by inflation.

2 mins read

Investment officeNovember 25 2020

Investment Update: Bubbles

With some markets hitting new highs (US & Japan), investors might justly be concerned that the market could be in a bubble about to burst given even higher valuations and departure of share price from the underlying fundamentals.

2 mins read

Investment officeNovember 18 2020

Investment Update: Asian Trade Agreement

At the conclusion of the Association of Southeast Asian Nations (Asean) summit earlier this week, 15 Asian nations, led by China, signed a free trade agreement, known as the “Regional Comprehensive Economic Partnership” (RCEP).

2 mins read

Investment officeNovember 4 2020

Investment Update: October Round Up

Global markets fell over the month of October as a number of concerns weighed on investors' sentiment. StJohn Gardner, Chief Investment Officer, offers a review of October in this investment update.

2 mins read

Investment officeOctober 21 2020

Chief Investment Officer Update: Why not to be too concerned with mounting public debt

Sandaire Chief Investment Officer, StJohn Gardner, discusses why not to be too concerned with mounting public debt.

2 mins read

Investment officeOctober 14 2020

Chief Investment Officer Update: The impact of the US elections on markets

StJohn Gardner, Sandaire Chief Investment Officer, discusses the final stages in the current race for the White House and how this is impacting markets.

2 mins read

Investment officeOctober 7 2020

Investment Office Third Quarter Update 2020

StJohn Gardner, Sandaire's Chief Investment Officer, offers his report on the third quarter of 2020 and our outlook for investment markets.

3 mins read

Investment officeSeptember 23 2020

Chief Investment Officer Update: Second Waves

With markets falling over the course of the last week, putting the S&P 500 at a two month low, it is clear that the ‘hoped for’ return to longer term ‘new normality’ is not yet quite in reach.

2 mins read

Investment officeSeptember 16 2020

Environment Improved for Hedge Funds

In the wake of more expensive equity and bond valuations, StJohn Gardner, Chief Investment Officer, discusses the improved environment for Hedge Funds.

2 mins read

Investment officeSeptember 2 2020

Chief Investment Officer Update: Inflation averaging at the Federal Reserve

At Jackson Hole late last week, the Chairman of the Federal Reserve, Jerome Powell, made an historic change to its monetary policy framework. Sandaire's Chief Investment Officer, StJohn Gardner, discusses more in his weekly update.

2 mins read

Investment officeAugust 26 2020

Chief Investment Officer Update: Rare changes to the Dow Jones

The Dow Jones Industrial Average, the most well-known share index in the USA, will be undergoing some rare changes at the end of August, prompted by Apple's four-for-one stock split.

2 mins read

Investment officeAugust 5 2020

Investment Update: The setback of the greenback

Chief Investment Officer, StJohn Gardner, discusses the setback of the greenback in his weekly investment update.

3 mins read

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