Despite a global health crisis and one of the most impactful economic disruptors in recent history, records indicate an explosion in new businesses. This is based on the number of applications for an employer-identification number (EIN) to the Internal Revenue Service. This is typically the first step taken by an entrepreneur in the creation of a […] Read more »
Some Dangerous Signals Appear in Financial Markets
By Stewart Richardson, Chief Investment Officer of RMG Wealth Management We held our quarterly investment meeting last week (please let us know if you would like to receive a copy of the chart pack), and as you would expect, in both preparing for the meeting and in discussion during the meeting, we thrashed out […] Read more »
Global business cycles: converging at last?
By Paul Diggle, Economist at Aberdeen Asset Management The business cycles of the major economies are out of sync. While the US and the UK are several years into a sustained expansion, the Eurozone economy has only recently begun to show signs of repair, and the emerging markets are tipping into downturns of varying […] Read more »
Flat US Equities and Falling Yields Could Signal a Change in Markets
By Stewart Richardson, Chief Investment Officer RMG Wealth Management With the exception of last week’s US employment report, the US economic data released in recent weeks has been better than expected. Conventional wisdom would have us believe that if the US economy is improving and the Fed is withdrawing stimulus, then bond yields should definitely […] Read more »