This is an interim note. In summary, as you know we have been cautious for some time, though last month we identified possible reasons to be more optimistic about the…
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SUMMARY Last week was a very important week, in particular in the context of the Federal Reserve confirming its willingness to keep printing money. As such this commentary is a…
It’s been a month for head scratching. September is historically the weakest month of the year for the stock market, yet we have apparently just enjoyed the best September since…
SUMMARY For a change there is good news as well as bad. The US is still in a pickle, the Irish are being punished for grasping the austerity nettle, and…
SUMMARY There is an eerie calm in stock markets, but UK and US government bond yields are sending a more cautious message. As is Ben Bernanke, the major hedge funds,…
SUMMARY Markets have stabilised a bit in recent days, which is to be welcomed and provides some respite. But it is no time to relax, and the newsflow has been…
SUMMARY Signs of stress in markets, some subtle, continue to build. Action in May hints at trouble ahead for some corporate bond funds, and there are three in this bulletin…
SUMMARY As events have unfolded this week, both in Greece and beyond, the balance of risk and reward has altered and we believe it is prudent to reduce your stock…
SUMMARY. Perhaps you’re already swamped with comment about Greece. But it appears to us that many commentators are far too relaxed, haven’t considered the problem in its proper historical context,…
SUMMARY. There is no denying that the UK stock market remains in a clear uptrend. Although the UK election creates uncertainty, it is only of passing interest to the stock…
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