Loading...
Loading...
Menu

Still Flashing Green: Equities in a world of higher growth and financial repression

23rd January 2018

Author: George Cooper

 

Equity markets have started the new year with a powerful rally. At the same time the great bond bull-market, which dominated capital markets for the last four decades, has finally come to an end. George Cooper, Equitile's Chief Investment Officer, looks at why equity markets are performing so well, despite rising interest rates.  Improving global growth is the obvious answer, but monetary policymakers permitting or perhaps even encouraging higher inflation, adds an interesting additional dimension to the story. George explains why the inflation protection offered by equities may become more valuable.

Read Full Article

 

 

 

 

 

The Lost Shield? - The small print in Trump's tax plan The Lost Shield? - The small print in Trump's tax plan 2 The Lost Shield? - The small print in Trump's tax plan Read article George Cooper 0 George Cooper John Authers of the Financial Times in conversation with George John Authers of the Financial Times in conversation with George 2 John Authers of the Financial Times in conversation with George View more Crisis Economics Crisis Economics 2 Crisis Economics Read article Lumbering corporate dinosaurs face mass extinction Lumbering corporate dinosaurs face mass extinction 2 Lumbering corporate dinosaurs face mass extinction View article Can fair fees make active managers more sustainable? Can fair fees make active managers more sustainable? 2 Can fair fees make active managers more sustainable? Read article Money, Blood and Revolution Money, Blood and Revolution 2 Money, Blood and Revolution View more Interview with our Chief Investment Officer, George Cooper Interview with our Chief Investment Officer, George Cooper 2 Interview with our Chief Investment Officer, George Cooper Hear interview A creditable recovery A creditable recovery 2 A creditable recovery View article Fair Fees Fair Fees 1 Fair Fees Tales of an Astronaut - Lessons from the Unknown Tales of an Astronaut - Lessons from the Unknown 2 Tales of an Astronaut - Lessons from the Unknown Read article George Cooper Talks to Bloomberg Radio - Central Bankers Are Irresponsible George Cooper Talks to Bloomberg Radio - Central Bankers Are Irresponsible 2 George Cooper Talks to Bloomberg Radio - Central Bankers Are Irresponsible 10 June 2016 Revival of the Fittest Revival of the Fittest 2 Revival of the Fittest Read article Build a company on prudence and trust, not debt Build a company on prudence and trust, not debt 2 Build a company on prudence and trust, not debt View article Tim Haig interviews George Cooper Tim Haig interviews George Cooper 2 Tim Haig interviews George Cooper Watch video Panama Papers create a golden opportunity for UK fund houses Panama Papers create a golden opportunity for UK fund houses 2 Panama Papers create a golden opportunity for UK fund houses 05 May 2016 Seductive Charm Seductive Charm 2 Seductive Charm View article Debt & the magical mathematics of Brahmagupta Debt & the magical mathematics of Brahmagupta 2 Debt & the magical mathematics of Brahmagupta View article Is corporate debt addictive? Is corporate debt addictive? 2 Is corporate debt addictive? Read article 'Fixing Economics' by George Cooper: Book Review 'Fixing Economics' by George Cooper: Book Review 2 'Fixing Economics' by George Cooper: Book Review Read article How to Invest - Professional Investors How to Invest - Professional Investors 1 How to Invest - Professional Investors Captain Kirk and the science of economics Captain Kirk and the science of economics 2 Captain Kirk and the science of economics View video Equitile Resilience Fund Equitile Resilience Fund 1 Equitile Resilience Fund Still Flashing Green: Equities in a world of higher growth and financial repression Still Flashing Green: Equities in a world of higher growth and financial repression 2 Still Flashing Green: Equities in a world of higher growth and financial repression Read article How to Invest - Individual Investors How to Invest - Individual Investors 1 How to Invest - Individual Investors An Impossible Trinity? An Impossible Trinity? 2 An Impossible Trinity? Read article Undoing the Mistakes of QE Undoing the Mistakes of QE 2 Undoing the Mistakes of QE View article Why ownership matters more than ever Why ownership matters more than ever 2 Why ownership matters more than ever Read article George Cooper Talks to Bloomberg Radio - Time to Brexit-proof Investment Funds George Cooper Talks to Bloomberg Radio - Time to Brexit-proof Investment Funds 2 George Cooper Talks to Bloomberg Radio - Time to Brexit-proof Investment Funds Read article Bloomberg Radio - Equitile’s Cooper: How to Fix Economics Bloomberg Radio - Equitile’s Cooper: How to Fix Economics 2 Bloomberg Radio - Equitile’s Cooper: How to Fix Economics Read article Hanging the Wrong Contract? Hanging the Wrong Contract? 2 Hanging the Wrong Contract? View article The unspoken political truth about debt The unspoken political truth about debt 2 The unspoken political truth about debt Read article An interview with World Finance An interview with World Finance 2 An interview with World Finance Watch video Debtonator - How Equity Can Work for All of US Debtonator - How Equity Can Work for All of US 2 Debtonator - How Equity Can Work for All of US View more The Origin of Financial Crises The Origin of Financial Crises 2 The Origin of Financial Crises View more Is it time to rethink monetary policy? Is it time to rethink monetary policy? 2 Is it time to rethink monetary policy? Read article Equitile Resilience Fund Equitile Resilience Fund 1234577 -2 Equitile Resilience Fund

Register

Here at Equitile we take your privacy seriously and will only use your personal information to send you monthly fund reports, news and marketing updates regarding Equitile and its funds. If you would like to receive monthly fund reports, news and marketing updates by email please fill out the form below:

Should you no longer wish to hear from us you can let us know at any time and asked to be removed from our database. You can find the details of how we process, store and protect your personal data at http://equitile.com/uploads/equitile-privacy-policy-may-2018.pdf

Register

Thank you for subscribing.