Kieran Osborne

Merk Mutual Funds

Contributor since: 26 Feb 2010

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• ECB and Fed: Worlds Apart

  Published 07 November 2012 | viewed 0 times

  The contrast in approach to central banking between the U.S. Federal Reserve (Fed) and the European Central Bank (ECB) is remarkable. ECB President Draghi has…

• Bernanke Put: Beware of Easy Money

  Published 26 September 2012 | viewed 0 times

  Central bankers around the world may be providing a backstop to the financial markets in much the same way Greenspan did during the "Goldilocks" years,…

• Currency Funds: Special Case International Bond Funds

  Published 16 February 2012 | viewed 0 times

  Currency Funds May Help Mitigate Interest and Credit Risk With ongoing market turmoil, investors may want to reduce their exposure to interest and credit risk…

• U.S. Dollar and Currencies: Review and Outlook

  Published 05 January 2012 | viewed 0 times

  In 2012, policy makers around the world may be driven by the realization that the theme of 2011 was not a Euro-specific crisis, but simply…

• U.S. Dollar and Euro - Review and Outlook

  Published 19 October 2011 | viewed 0 times

  With so many global dynamics playing out, and the world's financial markets fixated on the political process (or lack thereof) in the Eurozone, driving market…

• U.S. Dollar - Review and Outlook

  Published 14 April 2011 | viewed 0 times

  We believe that continued U.S. dollar weakness may be a consequence of the diverging monetary approaches central banks are taking around the globe. While many…

• U.S. Government: Evermore Reliant on Foreign Investors

  Published 15 March 2011 | viewed 0 times

  Merk Insights provide the Merk Perspective on currencies, global imbalances, the trade deficit, the socio-economic impact of the U.S. administration's policies and more. Read past…

• Currency Manipulation: Two Sides to Every Coin

  Published 30 November 2010 | viewed 0 times

  Recently, currency manipulation has garnered headline attention. We have been constantly bombarded with rhetoric out of Washington: "China isn't allowing its currency to appreciate fast…

• Japanese Yen: A Red Dawn?

  Published 02 November 2010 | viewed 0 times

  For many, the strength of the Japanese yen is a conundrum. How can the currency of a country with such a weak economy, such a…

• Bond, Junk Bond: A Casino Royale?

  Published 19 October 2010 | viewed 0 times

  The Federal Reserve's (Fed) extraordinarily low interest rate policies have encouraged fixed income investors to take on evermore exposure to credit risks. With the global…

• Currency Wars: The Phantom Menace

  Published 07 October 2010 | viewed 0 times

  The last thing the global economy needs right now is anything that would hamper or derail economic growth. Unfortunately, there appears a growing specter of…

• Searching for Yield: At Any Cost?

  Published 08 September 2010 | viewed 0 times

  In an environment with historically low interest rates, fixed income investors have been pouring money into longer-duration securities, substituting 3 and 6 month T-Bills with…

• Inflation: The Runaway Train

  Published 13 July 2010 | viewed 0 times

  Inflationary risks have seemingly fallen out of the mindset of many investors recently, with the European debt crisis causing many to reevaluate their outlook for…

• Implications of Chinese yuan Appreciation

  Published 27 April 2010 | viewed 0 times

  Recently, there has been a lot of news and evidence supporting the likelihood of the Chinese authorities allowing the Chinese currency, the yuan or renminbi…

• U.S. Dollar - Grave Concerns Remain

  Published 15 April 2010 | viewed 0 times

  We continue to see risks ahead for the U.S. economy, and in particular, the U.S. dollar. Significant global imbalances remain - indeed; the recent global…

• A New Era of Opportunity

  Published 10 September 2009 | viewed 3,159 times

  Could it be that the government is now in the driver's seat of the economy, having replaced the private sector? We certainly don't believe it…

• Follow the Money... Out of the U.S. Dollar?

  Published 12 May 2009 | viewed 6,027 times

  Recently, stock markets appear to have experienced an almost euphoric phase, seemingly shrugging off most negative news flow day after day. Whether or not you…

• (Un)Intended Consequences: Uncertainty, Inflation and Inflexibility

  Published 20 April 2009 | viewed 3,315 times

  Present policies may be sowing the seeds for the next financial crisis. Despite recent market optimism, we believe present interventions could produce significant future adverse…