David Osman of IRF is joined by Ron William, the Founder of RW Advisory.

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In this episode they discuss the longer run cyclical trends and other factors that are likely to influence the global financial markets during the remainder of this year and beyond. Ron outlines how, in the near term, financial markets are generally seen as being in a volatile trading range, due in part to the ongoing vagaries of US tariff policies. Against this backdrop, he assesses the investment implications for the currency, bond, equity and commodity markets.

In the currency markets, Ron discusses the outlook for the US dollar trade weighted index (DXY) and some of the dollar’s key cross rates. In the bond markets, he explains the potential for US and UK interest rates to experience a prolonged “higher-for-longer” period, which would rhyme with the inflationary pattern in the 1970s. He then discusses the continuing upside potential and the cyclical downside risks in the US and UK stock markets, as well as identifying some other stock markets that are particularly attractive at present.

Ron also assesses the prospects for gold and other important commodities. With respect to the cryptocurrency markets, he discusses the emerging importance of Bitcoin and Ethereum as macro hedge safe haven plays. Ron concludes with an assessment of the longer run Kondratieff wave and the shorter 3-5 year business cycle and discusses the potential for a big shift in the global financial markets whereby capital preservation becomes an important focus.

Ron William is a market strategist with over 20 years of experience producing macro research and trading strategies for leading economic research and institutional firms. Ron is also a behavioural finance expert, trading psychologist and performance coach.

RW Advisory specialises in blended, top-down, semi-discretionary analysis, driven by cycles and by proprietary timing models, which use both quantitative and qualitative techniques.