Investment Updates
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April 2014  We believe that the global economy will continue to show sustainable growth, but that emerging markets will remain exposed to headwinds....Read more |
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February 2014  In the summer of 2012, Mario Draghi promised to do 'whatever it takes' to save the single European currency. Key to this was a plan for the European Central Bank (ECB) to buy the government bonds of countries willing to sign up to a programme of austerity.Read more |
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February 2014  Most developed equity markets have had a nervous start to the year following a very strong 2013.We believe one of the primary reasons for this weakness has been a realisation that the reduction in the pace of US money printing (tapering) could have a significant negative impact on emerging...Read more |
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December 2013  Japan was the best performing major stock market in 2013. We discuss some of the key elements and what they mean for Japanese equities and for the economy in 2014.Read more |
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December 2013  In this article we discuss the history and current rationale of the 'home bias puzzle' and explore whether it may be more appropriate for some investors to invest without a bias.Read more |
