Oliver’s Insights

Five great charts on investing

Oliver's Insights

At its core, the basic principles of successful investing are simple.  And one way to demonstrate that is in charts or pictures – after all, a picture tells a thousand words. So this note looks at five charts I find useful in understanding investing.

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Global political risks one year on from Brexit – what have we learned?

Oliver's Insights

It’s now 12 months since the British voted to leave the European Union, an event that some saw as setting off a domino effect of other European countries looking to do the same. This was also followed by a messy election result in Australia, Donald Trump’s surprise victory in the US presidential election, increasing concern around North Korea and a steady flow of terrorist attacks.

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Global growth looking healthier – underpinning share markets and a gradual rising trend in bond yields

Oliver's Insights

Despite numerous geopolitical threats (Eurozone elections, tensions between the US and China, North Korea, etc.), worries about the demise of the so-called “Trump trade” and shares being overbought and due for a correction at the start of the year, share markets have proved to be remarkably resilient with only a minor pull back into their recent lows.

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The end of the super cycle bull market in bonds?

Oliver's Insights

From record lows just after the Brexit vote – government bond yields have spiked higher. Ten year bond yields have risen from 1.36% in the US to 2.2%, from -0.19% in Germany to 0.31% and from 1.81% in Australia to 2.64% in four months. This in turn has led to sharp falls in high yield share market sectors like real estate investment trusts and utilities that had benefited from the fall in bond yields as investors sought higher yields.

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