Emerging markets have suffered as a result of the tapering of quantitative easing (QE) in the US, which has affected particularly the currencies…
Quarterly Investment Comment: Q1 2014
On December 18, Ben Bernanke announced that the Fed would start to reduce Quantitative Easing. The ‘taper’ reduces monthly asset purchases by $10bn…
Positive economic news is emanating from a number of directions and taking these and other factors into consideration, we view the equity markets…
The US government shutdown has been resolved and the debt ceiling deadline extended to February. Deficit reduction is improving the situation, and growth…
Quarterly Investment Comment: Q4 2013
There is considerable concern about the US government shutdown and the pending debt ceiling deadline. It is to be hoped that a settlement…
Games are won by players who focus on the playing field – not by those whose eyes are glued to the scoreboard.” Warren…