News / Views

Investment Notes

Follow our regular updates to stay up-to-date with current financial planning and investment issues. We regularly publish press clippings, articles and thinkpieces that we think might be of interest to our clients.

2013 – Limited growth and new monetary policy regimes

Published on
22 December 2012
As 2012 draws to a close, three things about central banks and monetary policy are becoming more apparent.

Review of financial markets performance - 2012

Published on
19 December 2012
As 2012 comes to an end, a review of the performance of financial markets indicates that it has been (at the time of writing) a relatively good year for returns. The major equity indices have managed very acceptable gains - the UK 6.5%, the US 12.5%, Europe 13.5%, Japan 10%, Hong Kong 22%.

Eurocalm before the Eurostorm

Published on
11 December 2012

That the Eurozone ends 2012 in an apparently stable condition is mainly down to the work of two people. The first is Mario Draghi with his promise of potentially unlimited intervention in sovereign bond markets. The second is Angela Merkel’s with her summer policy decision that forcing Greece from the Eurozone would be more damaging than keeping it in.

Business Investment: The Key to UK Economic Recovery

Published on
6 December 2012

Sifting through the small print of the Chancellor’s Autumn Statement, which could be summarised as very much a “steady as she goes” story, one finds the breakdown of the UK economic forecasts generated by the Office of Budget Responsibility.

Hello Governor

Published on
27 November 2012

In choosing Mark Carney as the next Governor of the Bank of England, George Osborne appears to have adopted the strategy employed by Roman Abramovitch, the owner of Chelsea Football Club, when selecting managers.

Buy Asia

Published on
21 November 2012

It has been well understood for some years now that the driving force of global growth over the next decade is most likely to be the rise of the middle class consumer in the larger emerging economies, mostly in Asia. This argues for heavy exposure, on a long term or secular view, to Asian stock markets and those Western companies that are successful in selling to the Asian consumer.

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