01/25/2016

Coutts: Market Update: Staying calm in the storm

Markets have gone sharply against us so far this year, but the actual underlying economic fundamentals continue to support our positive view for 2016. It may continue to be painful in the short run, but as long-term investors we are taking the view that t

01/25/2016

Logic on fire by Penny Lovell

Mark Carney has this week yet again postponed the likelihood of an interest rate rise, due to the turmoil in the global economy and weaker UK growth.

01/25/2016

Oil a load of nonsense by Tim Price

Who’s afraid of cheap oil ?” asks ‘The Economist’ on its front page this week. Judging by the last fortnight in the stock market, just about everybody is.

01/20/2016

Chinese whispers - St. James's Place Market Bulletin

“There is no doubt the Chinese economy is experiencing a substantial slowdown,” said Chris Ralph, chief investment officer at St. James’s Place. According to Richard Oldfield of Oldfield Partners, and fund manager of the St. James’

01/19/2016

Coutts: Silver lining in January clouds: Global Markets Weekly

The sharp declines across all major equity markets so far this year have certainly been painful. But we remain convinced that the underlying economic fundamentals are supportive and that our ‘pro-equity’ stance is appropriate for longer-term i

01/19/2016

Bear necessities by Tim Price

“At first sign of crisis, the ignorant don’t panic because they don’t know what’s going on. Then later they panic precisely because they don’t know what’s going on.” - Jarod Kintz.

01/19/2016

China's Five Fatal Flaws

It should not be a huge surprise that China is a source of global economic turbulence. After all, in 2010, James Chanos — the short seller who famously profited from the collapse of Enron – noisily announced his bearish position on China.