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…

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…

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