The US government shutdown has been resolved and the debt ceiling deadline extended to February. Deficit reduction is improving the situation, and growth…
Investment Comment
November 2013
Investment Comment
October 2013
Quarterly Investment Comment: Q4 2013
Investment Comment
October 2013
There is considerable concern about the US government shutdown and the pending debt ceiling deadline. It is to be hoped that a settlement…
Investment Comment
September 2013
There are a number of matters of concern, particularly the fear of an end to quantitative easing in the US, and the situation…
Investment Comment
August 2013
We have entered the quiet period of summer when the markets often lack direction. We expect that once this period is over, the…
Investment Comment
July 2013
Developed equity markets, particularly the US and Japan, have continued to do better than emerging markets in the second quarter, and we think…
Investment Comment
July 2013
Quarterly Investment Comment: Q3 2013
Investment Comment
June 2013
It was inevitable there would be a wobble in the stockmarket after such a strong performance. A combination of worries about when the…
Positive economic news is emanating from a number of directions and taking these and other factors into consideration, we view the equity markets…