Global growth remains firm, led by the US, but there has been some loss of momentum in Europe, China and the rest of Asia.
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Anyone who has had the misfortune to have been closeted in a meeting with me at any time in the last decade will have been...
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The economy remains in good shape and corporate earnings growth is forecast to be around 20% this year which mitigates some of the valuation concerns.
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The ‘great economic recovery’ story is losing some momentum and events in Italy highlight the ongoing dysfunctionality of the Eurozone.
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The ‘great economic recovery’ story is losing some momentum and events in Italy highlight the ongoing dysfunctionality of the Eurozone.
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The long term direction of travel in bond yields remains gently upwards as global growth remains firm and Central Banks gradually tighten monetary policy.
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The Commercial Property cycle has become increasingly mature and returns will likely be lower going forward, driven almost entirely by rental income rather than capital growth.
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Oil prices remain firm reaching US$80/bl and prompting a significant rally in energy stocks.
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The US dollar has rallied this year as political travails and disappointing economic data proved headwinds to the euro and sterling.
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I’ve tried to avoid writing about Brexit in the last few newsletters because trying to follow the tortuous progress has been an exercise in frustration...
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