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> August 2017

Investment Bulletin:
August 2017

This month: Bull market celebrates its centenary Bull market celebrates its centenary. Investors brace for a more challenging second half. Financials challenge technology stocks. Signs […]

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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> 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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Investment Bulletin: <br> September 2016

Investment Bulletin:
September 2016

This month: Managers puzzle over post-Brexit bounce Managers ponder post-Brexit rebound. Warnings over complacency provide a counter-point. Multi-dimensional diversification the order of the day. A […]

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Investment Bulletin: <br> August 2016

Investment Bulletin:
August 2016

This month: Investors braced for impact from interest rates and inflation Humility advised in portfolio positioning. Prolonged sterling weakness feared. Inflationary risk rears its head. […]

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Investment Bulletin: <br> July 2016

Investment Bulletin:
July 2016

This month: Managers ponder defensive plays post-Brexit The value of FX exposures comes to the fore . US healthcare and telecomms valued for safety. More […]

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Investment Bulletin: <br> June 2016

Investment Bulletin:
June 2016

This month: Uncertainty swirls around inflation, interest rates and Brexit vote A US rate hike from the Fed looms. Inflation tipped to hit bond and […]

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Investment Bulletin: <br> May 2016

Investment Bulletin:
May 2016

This month: Beware underappreciated risks Dividends cuts come into view. Credit risk could be under-rated. Unloved cyclicals could be due a boost. New growth patterns […]

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