In February we mentioned three headwinds that we see as recurring motifs of the current investment landscape – sovereign default risk, political interference and Asian overheating (most acutely...

For investors in search of an attractive return on their savings, today’s cash and bond markets resemble a barren lunar landscape. Wherever you look, yields have come...

The US dollar will take some time to shed its reserve currency status. However poor the US’s fiscal position looks on an absolute basis, relative to Japan and...

Storm clouds gathered over financial markets once more in January, with global markets enduring their biggest correction since the March 2009 low. Worries centred around three main...

A new decade dawns and while the past ten years have been a struggle for markets overall, a glance down individual stock returns in the...

Being a UK company has been an uphill struggle over the last year - six successive quarters of negative economic growth is a long, hard march...

With a clear bias from central bankers towards loose monetary policy, global inflationary pressures are building. We don’t see dangerously high inflation as a certainty -...

The UK stock market has come a long way since the first quarter of this year, when a whole segment of companies were being...