Quarterly Investment Comment: Q1 2013
Investment Comment
January 2013
Investment Comment
January 2013
We said in October that earnings yields in most equity markets compare very favourably to bond yields relative to history. That continues to be…
Investment Comment
October 2012
Prudent risk-taking was rewarded in the recent quarter with most equity markets rising at least 3% (unhedged) despite strength in sterling. Previous laggard…
Investment Comment
July 2012
The summit last week came up with a decision to use the eurozone’s bailout fund to provide direct support to struggling banks. Spain…
Investment Comment
January 2012
We said in our investment commentary in October that earnings yields in most equity markets compare very favourably with bond yields relative to…
Stockmarkets got off to a strong start in 2013. Earnings yields in most equity markets still compare very favourably to bond yields relative…