Sell in May and go away? Take a vacation, but don’t sell if you are a long term investor. Transaction costs and the…
Investment Comment
May 2014
Investment Comment
April 2014
Fragile spring blossoms promise that summer will arrive once more. The first quarter was bumpy, with the Top UK 100 Companies trading in the…
Investment Comment
March 2014
Games are won by players who focus on the playing field – not by those whose eyes are glued to the scoreboard.” Warren…
Investment Comment
February 2014
Emerging markets have suffered as a result of the tapering of quantitative easing (QE) in the US, which has affected particularly the currencies…
Investment Comment
February 2014
Quarterly Investment Comment: Q1 2014
Investment Comment
January 2014
On December 18, Ben Bernanke announced that the Fed would start to reduce Quantitative Easing. The ‘taper’ reduces monthly asset purchases by $10bn…
Investment Comment
December 2013
Positive economic news is emanating from a number of directions and taking these and other factors into consideration, we view the equity markets…
Investment Comment
November 2013
The US government shutdown has been resolved and the debt ceiling deadline extended to February. Deficit reduction is improving the situation, and growth…
There are clouds of uncertainty from a variety of factors: continuing violence in Ukraine, Chinese liquidity concerns, military coups in Thailand, warnings about…