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> 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> February 2016

Investment Bulletin:
February 2016

This month: Hunt for returns turns minds to alternatives Alarm sounded over high-yield bonds. UK student property hailed for defensive qualities. Commodities slump creates value […]

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Investment Bulletin: <br> November 2015

Investment Bulletin:
November 2015

This month: Commodities come to the fore Interest rate expectations shake things up. Equity investors advised to hold their nerve. Japan and Europe present profit […]

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Investment Bulletin: <br> September 2015

Investment Bulletin:
September 2015

This month: Crisis averted? Warnings of another crisis overblown. Developed market consumer sector holds promise. Pockets of value in both equities and credit. Potential seen […]

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Investment Bulletin: <br> August 2015

Investment Bulletin:
August 2015

This month: Europe, China could still spook the markets Apple stocks take a tumble, despite strong figures. UK and US rate rises top the agenda. […]

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Investment Bulletin: <br> July 2015

Investment Bulletin:
July 2015

This month: Mixed fortunes for fixed income Mixed fortunes for fixed income. Significant wage growth figures are pondered. Value exists in European financials. Confidence grows […]

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Investment Bulletin: <br> June 2015

Investment Bulletin:
June 2015

This month: Bonds bubble hotly debated Bonds bubble top of the agenda. Gains possible from QE and other stimulus policies. Alarm sounded for volatility ahead. […]

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