News and Views

August 15, 2016 It might come as a surprise to investors that the S&P has just logged its fifth consecutive monthly rise.  The index rose over 3.6% in July, its best performance since March, on the back of better than expected second quarter corporate earnings and an ebbing of fears of fallout from the BREXIT...

Spring in the air March saw a welcome continuation of February’s positive momentum, and Emerging Markets were the most obvious beneficiaries.  We enter the second quarter with significantly modified rate rise expectations, particularly in the US, a USD currency whose ascent may have run out of steam, a stabilizing oil price and the first green shoots...

March 4, 2016 Fighting fire with fire The month of January was one of the worst months for trading since 2008, and February offered some modest reprieve, although after shocks continued to shake market confidence. In China, markets took a pause at the beginning of the month to welcome the year of the Red Fire Money, and...