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From Lost Decade to Record Breaker: The Nikkei 225

Tracing its origins back to 1949, the Nikkei 225 has weathered various economic storms, including Japan's post-war boom, the 1980s bubble, and the challenging "Lost Decade" of the 1990s. The legendary trader, Warren Buffet, revealed in 2020 that his firm, Berkshire Hathaway, had bought around 5% of Japan’s top five trading companies sensing the shift in Japan’s economy.

4-Year Election Cycle: How will 2024 go?

The turn of the year, 2023 into 2024, is just around the corner. As an investor, you may well be wondering what the new year will be like. In terms of politics, the US presidential elections are approaching. Although the new - or old - president will not be inaugurated until 2025, elections also influence share prices in their run up. This election cycle is in fact known as the four-year cycle.

Is this time for a US stock turnaround?

A hawkish Federal Reserve and expectations of increasing interest rates have kept major stocks pressured over the month of September. The higher rates for longer narrative from the latest Fed meeting has helped push up yields and US interest rate expectations which is naturally more challenging conditions for US companies. 
Seasonal Insight 17/23 Dimi

Is Volatility About to Breakout?

Currently, implied volatility, as calculated from option prices on the US stock market, is relatively low. The Bank of America recently found that there has not been a cheaper time to hedge over a twelve-month period since 2008. This raises these questions for you as an investor: has a phase of permanently low volatility now been reached? Or is the current low volatility merely the calm before the storm?