In Plus Episode 463, we answer member questions on model portfolio implementations. We discuss the valuations and return expectations for UK stocks versus the USA. We discuss why the Barings Corporate Investor Fund (MCI) sells at a premium to its net asset value. Finally, we analyze the proxy battle being led by Saba Capital regarding the potential merger involving the Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) Become a Member If you … [Read more...]
416: Your Nation’s National Debt: 5 Things You Need To Know
We analyze the worrisome national debt situation in the U.S., UK, and Japan and consider what will determine the likelihood of default Topics covered include: Show Notes Debt to the Penny—U.S. Treasury Fiscal Data Federal Debt and the Debt Limit in 2022—Congressional Research Service Can the Central Bank Alleviate Fiscal Burdens? by Ricardo Reis—London School of Economics and Political Science UK government debt and deficit: June 2022—Office for National … [Read more...]
405: When Volatility Spikes, Financial Things Break
What is volatility and what causes it to rise and fall? How volatility itself contributes to more volatility such as in the example of the chaotic UK government bond market where long-term yields have increased by 4% in 2022. Topics covered include: Show Notes The volatility virus strikes again by Eric Lonergan—Financial Times How ‘Liability-Driven’ Pension Funds Triggered UK Bond Panic by Loukia Gyftopoulou and Greg Ritchie—Bloomberg UK government debt and deficit: … [Read more...]
237: Brexit Is A Mess – Lessons Learned
What can we learn from the difficulties the UK is having in negotiating an exit from the European Union. What happens next? Why there is always a conflict between globalization and national sovereignty. In this episode you’ll learn: What has happened since the original Brexit voteHow the Irish border has become a huge sticking point in negotiations.What options does Great Britain have now that parliament has rejected the withdrawal agreementWhy is there a conflict between … [Read more...]
