Quarterly Investment Comment: Q2 2013
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…
Stockmarkets got off to a strong start in 2013. Earnings yields in most equity markets still compare very favourably to bond yields relative…
Quarterly Investment Comment: Q1 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…
It was inevitable there would be a wobble in the stockmarket after such a strong performance. A combination of worries about when the…