December 4, 2006
Market commentary December 2006
SUMMARY. Rather than focus on concerns over a wobbly dollar, we take a more positive look…
November 1, 2006
Market commentary November 2006
Having correctly anticipated the market falls from May 2006, we expected that this was the…
October 6, 2006
Most respected fund manager in the world?
Before chatting about emerging markets, in this morning’s market commentary we are aware that there…
October 1, 2006
Market commentary October 2006
The Dow Jones Industrial index has caught the headlines as, at time of writing, it…
September 1, 2006
Market commentary September 2006
SUMMARY. As we move towards the all-too-often turbulent Autumn, and the US consumers support of…
August 1, 2006
Market commentary August 2006
SUMMARY. A little over exuberance in the stockmarket in the last week or so is…
July 1, 2006
Market commentary July 2006
SUMMARY. Is the worst over? Perhaps not yet in our view, though beyond Autumnal wobbles,…
June 1, 2006
Market commentary June 2006
SUMMARY. The volatility that we anticipated has begun, particularly in the Far East and Emerging…
May 18, 2006
Market update May 2006
The markets have begun to wobble. Is there any cause for concern? At time of…
May 2, 2006
Market commentary May 2006
SUMMARY. The commodity charts look worryingly like those for technology shares in 1999. Risks are…
