News and Views

Markets witnessed Taper Tantrum 2.0

John Rutledge, Safanad’s Chief Investment Strategist, was a guest on CNBC Asia’s Squawk Box on Tuesday, March 10. He discussed factors attributing Wall Street’s declines to rising fears that the Fed will raise interest rates sooner rather than later.

March 11th, 2015|

Volatility masked positive performance

John Rutledge, Safanad’s Chief Investment Strategist, was a guest on CNBC’s Closing Bell on Thursday, February 12 for the full hour of the show. He discussed factors impacting current market conditions, with CNBC contributor Carol Roth; FM trader Tim Seymour and CNBC’s Sharon Epperson.

March 5th, 2015|

Why US bonds rose after Fed statement – CNBC Asia Part 2

John Rutledge, Safanad’s Chief Investment Strategist, appeared twice on CNBC Asia – in the second piece, he and Sebastien Galy, Senior Currency Strategist at Societe Generale, discussed the rally in the U.S. bond market after the Fed’s policy statement

March 4th, 2015|

US is the ‘prettiest girl at the dance’ – CNBC Asia Part 1

John Rutledge, Safanad’s Chief Investment Strategist, appeared twice on CNBC Asia – in the first piece he discussed U.S. stock markets are where investors should be placing their bets, on the back of a strengthening economy.

March 4th, 2015|

Low oil = market headwind?

John Rutledge, Safanad’s Chief Investment Strategist, appeared on CNBC’s “Street Signs” on Monday to discuss how to play the downward spiral in oil.

March 4th, 2015|

10-15% rise for Wall Street by end of 2015

John Rutledge, Safanad’s Chief Investment Strategist,  appeared on CNBC Asia’s “The Rundown” on Thursday, to discuss his expectations of  higher loans and improving jobs numbers to propel U.S. growth in 2015, likely boosting stock markets.

March 4th, 2015|

Dow 18,000 just the beginning: Pros

Michelle Fox | @MFoxCNBC
Thursday, 4 Dec 2014 | 4:20 PM ETCNBC.com

While some investors may be worried about oil derailing the rally, two pros told CNBC on Thursday they expect the Dow Jones industrial average to break 18,000 soon, and go even higher.

“The overriding thing driving this market up and the reason it will break 18,000 […]

December 4th, 2014|

Economics and Weather Maps Make for Very Interesting Art

Economics and weather maps make for very interesting art

Anna Seaman  |  November 19, 2014

Weather Map by Richard Allenby-Pratt. (Courtesy: Richard Allenby-Pratt and Safanad)

When an investment firm names themselves after the legendary steed that the Queen of Sheba gifted to King Solomon, they are already more interesting to me than most financial companies.

Then, by commissioning one of Dubai’s […]

November 19th, 2014|

Shanghai Hong Kong Connect

Dr. John Rutledge
Chief Investment Strategist at Safanad
There is a major financial storm system in Hong Kong and Shanghai. Beginning today, foreign investors and China mainland investors will be able to own each other’s stocks for the first time. It is a perfect illustration of the Safanad investment approach.  Two separate systems—Hong Kong and Shanghai stock […]

November 18th, 2014|

Credit Opportunities in the Regulatory Fallout Storm System

Dr. John Rutledge
Chief Investment Strategist at Safanad
The Safanad Weather Map identifies major economic and financial Storm Systems– investment opportunities created by return differentials that are large enough and last long enough to allow an investor to capture extraordinary returns as they run their course. This analysis discusses the forces behind the Regulatory Fallout storm system […]

October 12th, 2014|