Investment Bulletin: <br>April 2019

Investment Bulletin:
April 2019

Eurozone concerns continue while the world looks to signals from the US economy to determine whether recession or merely consolidation is the likelier scenario looking ahead.

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Investment Bulletin: <br>March 2019

Investment Bulletin:
March 2019

Managing risk while also tapping growth opportunities where they exist is a delicate balance – and there are many variables to consider this March.

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Investment Bulletin: <br>January 2019

Investment Bulletin:
January 2019

Recessionary fears are still top of the agenda as 2019 gets underway, and but canny tweaks to asset allocation may be warranted even if these are overblown. Some also see buying opportunities amid the melee, although some are keeping their powder dry.

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Investment Bulletin: <br> November 2017

Investment Bulletin:
November 2017

This month: Investors question continued bull market Nerves jangle over aged bull market. Volatility becomes questionable as a risk measure. Confidence in India’s growth story […]

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Investment Bulletin: <br> September 2017

Investment Bulletin:
September 2017

This month: Markets send mixed messages Mixed messages from markets raise questions. FTSE 100’s large overseas earners seem safe harbour. Japan begins to look attractive […]

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Investment Bulletin: <br> February 2017

Investment Bulletin:
February 2017

This month: Managers risk-up (within reason) Equities’ allure trumps bonds. Preparations begin for rising inflation. Dividend-payers look attractive. Consensus crowding on positioning causes concern. Featuring […]

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Investment Bulletin: <br> December 2016

Investment Bulletin:
December 2016

This month: Cash overweights a popular stance Investors retreat into cash. US inflation and dollar movement hotly debated. Doubts rage over “Santa rally. Electric vehicles […]

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Investment Bulletin: <br> November 2016

Investment Bulletin:
November 2016

This month: Caution called for with equities and bonds Investors tempted into longer maturities and more risky bonds. Tech innovation and cyber-security offer interesting opportunities. […]

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Investment Bulletin: <br> October 2016

Investment Bulletin:
October 2016

This month: Bonds fall out of favour US underweights common due to political uncertainty. Equity markets benefit from the search for income . Government bonds […]

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