Posted by Francis Koh on 04 Feb 2015

16 Investment Insights – Money, Markets, And Metals In 2015

The main topic of the discussion during the last Advisory Board was the increasing deflationary pressure and its consequences on markets and central bank policy. We discussed the consequences of collapsing oil prices, a potential case for new all-time highs in treasury bonds, the impeding currency wars and the consequences for gold.


As readers of the previous Advisory Board transcripts may remember, the possibility of another round of quantitative easing in the US was discussed in October. It seems, as if the odds of such an event have increased since then, but generally still are considered as a highly improbable event by most market participants.

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