City Trading Post

CTP’s objective in managing your money is to boost value by optimizing performance through strategic asset allocation, portfolio construction, ongoing management, and regular review.

Not a great deal of particular significance has happened since we last looked at the world economic stage in January. There have been no sudden changes of direction, market reversals, alien invasions (or American invasions, no new ones anyway), ecological disasters, or massive population wide mood swings – there’s just been plenty more of the same gloom and doom, plenty more confirmation of what we already suspected was happening, which is that the global economy is slowing down (and being propped up by the likes of China and other chunky emerging markets), the US and the US$ are in decline (hands up who still thinks the current US$ weakness is just temporary… you crazy people), the UK property market has stalled, lenders are not lending, inflation is looming in the face of economic stagnation, and gold is soaring (but still less than half way to its previous inflation adjusted peak from the early 1980s).

In these turbulent times of volatile but highly correlated markets, sophisticated investors need as much genuine diversification in their investment portfolios as possible.

Emerging Market Property (EMP), which is affiliated with City Trading Post, brings to investors some of the most exciting, dynamic, and potentially profitable 'alternative' real estate investment opportunities in the world today.  More wealth has been created by investment in land and property than any other asset class ever.

The Bank of England has, as expected, cut the Base Rate of interest by 25bps to 5.25%. The UK outlook for the UK economy appears to be poised between two possible scenarios, both of which the Bank’s Monetary Policy Committee surely considered.