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
August 2013
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…
Investment Comment
April 2013
Quarterly Investment Comment: Q2 2013
Investment Comment
April 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…
Investment Comment
February 2013
Stockmarkets got off to a strong start in 2013. Earnings yields in most equity markets still compare very favourably to bond yields relative…
Investment Comment
January 2013
Quarterly Investment Comment: Q1 2013
There are a number of matters of concern, particularly the fear of an end to quantitative easing in the US, and the situation…