Interest Rates At Guild Investment Management, we agree that the world is in a period of low global growth and prevalent deflationary influences. We are also in a period of banking restructuring, and as a result, we may see slower world growth for a few years. In spite of this Read more…
Bitcoin: Disruptive, But Not Invulnerable Bitcoin is a “cryptocurrency” — a form of digital money that proponents hope will get all the middlemen out of financial transactions and permit the parties — even ones who do not know or trust one another — to conduct their exchange directly between themselves. Read more…
Gold — An Unloved Asset That’s On Our Radar Gold is not getting much press, having held its own since its decline in the first half of 2013. We believe that there are reasons for intelligent investors to continue to hold gold in their portfolios. Emerging market countries, especially China, Read more…
Why China Remains Our Favorite Market For Investment The current Chinese market correction will be off and on for a few more weeks as the Chinese government tries to convince the public that they want the market to rise, but in a systematic and non-speculative manner. During this period we Read more…
Bond Funds: A Bigger Risk Than You Think? Investors are so used to trading ETFs that they seldom ask themselves questions about how those ETFs are constructed. In the event of major market disruptions, though, that could prove problematic — with potentially troublesome consequences for investors. A share of an Read more…
Will The Dollar Resume Its Rally? We think so, but only after the dollar falls for a few more weeks. We believe that it will rally again later in 2015, on the basis of central bank policy — which is leading up to tightening in the U.S., but still in Read more…
Investors’ Burning Questions Last weekend GIM’s Chief Investment Officer, Monty Guild, gave a speech to investors about world markets. During the Q&A, it became obvious that investors had four central concerns: 1. “The U.S. market is high; how do we know when it is topping or has topped?” 2. “What Read more…
Mainland Chinese and Hong Kong Stocks We are bullish on mainland Chinese and Hong Kong stocks. The Shanghai stock market is going up, and there are several theories about why it is rising. Our favorite is that when the U.S. grows more slowly, money migrates to China. In our opinion, Read more…
The China Bull Rages China’s domestic stock markets in Shanghai and Shenzhen have put on strong rallies since the middle of 2014. Recently, the China rally shifted into high gear. We believe this outperformance is being driven by the desire of the Chinese government to draw domestic investors into stocks Read more…
Don’t Fight The Central Banks European QE is ongoing, and we believe it will have the same effect in Europe that it did in the U.S. — boosting stock prices. We think that dividend-paying exporters will do particularly well. Europe is not the only place where easing is still ongoing. Read more…
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