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April 27, 2009 - ,

Investment Strategy: April 2009 – At last, a warmer response to government announcements

An extract of the April 2009 edition of Investment Strategy: At last, a warmer response to government announcements Government officials seem to have finally found the right way to “speak to the markets” in March, judging from the 25.7 %…

March 23, 2009 - ,

Investment Strategy: March 2009 – Global economy still in bad shape

An extract of the March 2009 edition of Investment Strategy: Global economy still in bad shape Recent economic indicators give no cause for optimism. Although the state of the global economy does not seem to be the key determinant of…

February 25, 2009 - ,

Investment strategy – A faint glimmer of hope

An extract of the February 2009 edition of Investment Strategy: A faint glimmer of hope There can no be no doubt that the global economy is in recession. The IMF is predicting the weakest GDP growth in 2009 in over…

January 28, 2009 - ,

Investment strategy – Little enthusiasm for equities despite stabilisation

An extract of the January 2009 edition of Investment Strategy: Little enthusiasm for equities despite stabilisation Since December there has been some respite in the decline of equity markets, as seen, for example, by the decrease in volatility of S&P…

September 22, 2008 - ,

Investment Strategy: Many questions, particularly about emerging economies

An extract of the September 2008 edition of Investment Strategy: Many questions, particularly about emerging economies The behaviour of equity markets over the summer reflects the current uncertainty about the outlook for the global economy, the soundness of the financial…

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News archive

PrintPrint
April 27, 2009 - ,

Investment Strategy: April 2009 – At last, a warmer response to government announcements

An extract of the April 2009 edition of Investment Strategy: At last, a warmer response to government announcements Government officials seem to have finally found the right way to “speak to the markets” in March, judging from the 25.7 %…

March 23, 2009 - ,

Investment Strategy: March 2009 – Global economy still in bad shape

An extract of the March 2009 edition of Investment Strategy: Global economy still in bad shape Recent economic indicators give no cause for optimism. Although the state of the global economy does not seem to be the key determinant of…

February 25, 2009 - ,

Investment strategy – A faint glimmer of hope

An extract of the February 2009 edition of Investment Strategy: A faint glimmer of hope There can no be no doubt that the global economy is in recession. The IMF is predicting the weakest GDP growth in 2009 in over…

January 28, 2009 - ,

Investment strategy – Little enthusiasm for equities despite stabilisation

An extract of the January 2009 edition of Investment Strategy: Little enthusiasm for equities despite stabilisation Since December there has been some respite in the decline of equity markets, as seen, for example, by the decrease in volatility of S&P…

September 22, 2008 - ,

Investment Strategy: Many questions, particularly about emerging economies

An extract of the September 2008 edition of Investment Strategy: Many questions, particularly about emerging economies The behaviour of equity markets over the summer reflects the current uncertainty about the outlook for the global economy, the soundness of the financial…

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