There is considerable concern about the US government shutdown and the pending debt ceiling deadline. It is to be hoped that a settlement…
There is considerable concern about the US government shutdown and the pending debt ceiling deadline. It is to be hoped that a settlement…
There are a number of matters of concern, particularly the fear of an end to quantitative easing in the US, and the situation…
We have entered the quiet period of summer when the markets often lack direction. We expect that once this period is over, the…
Developed equity markets, particularly the US and Japan, have continued to do better than emerging markets in the second quarter, and we think…
Quarterly Investment Comment: Q3 2013
It was inevitable there would be a wobble in the stockmarket after such a strong performance. A combination of worries about when the…
Quarterly Investment Comment: Q2 2013
A falling currency and continued momentum in equities globally saw sterling-based investors reap considerable rewards in the first quarter of 2013. Regional market…
Quarterly Investment Comment: Q4 2013