November 30, 2010
Interim note: Irish rescue unconvincing
This is an interim note. In summary, as you know we have been cautious for…
November 8, 2010
Monthly commentary: November 2010
SUMMARY Last week was a very important week, in particular in the context of the…
October 10, 2010
Monthly commentary October 2010
It's been a month for head scratching. September is historically the weakest month of the…
September 10, 2010
Monthly commentary September 2010
SUMMARY For a change there is good news as well as bad. The US is…
August 5, 2010
Monthly commentary August 2010
SUMMARY There is an eerie calm in stock markets, but UK and US government bond…
July 9, 2010
Monthly commentary July 2010
SUMMARY Markets have stabilised a bit in recent days, which is to be welcomed and…
June 10, 2010
Monthly commentary: reduce corporate bonds
SUMMARY Signs of stress in markets, some subtle, continue to build. Action in May hints…
April 14, 2010
Market commentary April 2010
SUMMARY. There is no denying that the UK stock market remains in a clear uptrend.…
