October proved an unsettled and volatile month for many investors. Despite better-than-expected economic growth in the US, the International Monetary Fund (IMF) warned that recovery in advanced economies is likely to “limp along” and so cut its forecast for global growth to 3.3% this year and 3.6% in 2013. At the end of October, the […]
Week in Focus – 24th September 2012
Food for Thought Are we on the cusp of a world food crisis? It may seem a dramatic question but it is also a pertinent one for a number of reasons. A recent report by Rabobank suggests global food prices will reach new highs by the middle of next year. This has widespread repercussions – […]
Third Time’s a Charm
Market Update – Week Commencing 17th September 2012 In the end it was not Germany’s ratification of the European Stability Mechanism that ignited markets last week but another round of quantitative easing (QE). Risk assets rallied on the back of the US Federal Reserve’s announcement it was to buy $40bn (£25bn) of mortgage-backed securities every […]
Weekly Market Review – Emerging argument
Weekly Market Review for Week Ending 18th of May 2012 An increasingly vocal minority of market commentators are suggesting the emerging markets – and China in particular – are not the saviours of the global economy and may, in fact, be heading for a period of significant weakness. If true, this is a worrying development. […]
Weekly Market Review – Disappointing Data
Weekly Market Review for Week Ending 27th of April 2012 Markets would have hoped for more from the most recent round of economic indicators. The UK lurched back into recession, the US disappointed and Eurozone purchasing managers’ indices (PMI) data showed even the previously untouchable Germany struggling to show growth. Each country had individual problems. […]
Weekly Market Review – Preparing to Land?
Weekly Market Review for Week Ending 13th of April 2012 Weaker-than-expected Chinese growth figures would normally prompt much hand-wringing on the part of economists – after all, it is China that is supposed to be keeping the world economy afloat while developed markets recover. Yet the recent poorer growth figures were greeted with a shrug. […]
2 Reasons Why Investors Should Still Be Allocating to Emerging Markets
I have had a number of discussions with clients recently regarding whether they should scale back their emerging market exposure. After all, emerging market stocks are up significantly since their lows of last autumn and have modestly outperformed more developed markets so far this year. Despite recent strong performance, I believe there are two major […]
Weekly Market Review – Pause for Thought?
Weekly Market Review for Week Ending 30th of March 2012 On the surface, equity markets look to have finished the quarter with a flourish. The S&P 500 has risen 12% over the year to date – the largest first quarter rise since 1988. Meanwhile the FTSE 100 is up a less impressive 3.5%, dominated as […]
Weekly Market Review
Review of the Markets for Week Ending 23rd of March Investors might be forgiven for thinking nothing much happened last week except for the Budget – though, as it was, Chancellor George Osborne’s third effort was largely neutral for them. Arguably more interesting was a report from Goldman Sachs strategists Peter Oppenheimer and Matthieu Walterspiler, […]
New Funds at Generali International
Generali International have increased the range of investment options open to Vision and Choice plan holders with the addition of 4 new funds since the start of the year. The 4 new funds are: Pictet Premium Brands Class P (USD) Aberdeen Global Responsible World Equity Fund A2 (USD) Jupiter India Select Class L (USD, EUR […]



