01/27/2016
It’s been an interesting week for tax and the multinationals, with much made in the press about Google’s £130 million tax deal with HMRC, and further announcements on anti-tax avoidance measures expected. The strong views expressed show
01/27/2016
The increase in household purchasing power – fuelled by falling oil prices and the recent uptick in wages – is nonetheless keeping the US economy on a path to growth.
01/27/2016
Inventories will continue to rise, but the momentum is slowing.
01/26/2016
1 year in 10 Snapshots
01/26/2016
Oxfam started the week with a report that put them firmly in the “worse” camp.
01/26/2016
The advice market is no exception, with supporters of both sides presenting cogent and compelling arguments.
01/26/2016
Global economic fundamentals are performing better than markets had been indicating. James de Uphaugh, of Majedie Asset Management and fund manager of the St. James’s Place UK Growth fund, summed up the long-term opportunity presented by such period
01/25/2016
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
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
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.
01/22/2016
However, the consensus among market pundits was that the emerging markets economic slowdown would not be able to derail the developed market recovery.
01/22/2016
Cash I think in ten years time probably won't exist.
01/21/2016
China: not the black hole that some investors believe
01/20/2016
“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
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
“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
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.
01/19/2016
It is worth remembering that investors in this fund need to have a sufficiently long investment horizon (and be prepared for a certain degree of volatility).
01/18/2016
Bowie the Financier & RBS the Fantasists by Justin Urquhart Stewart
Mr Bowie - A polymath of the arts - but also a financial innovator - The Bowie Bonds.
01/18/2016
Hedge Fund Bets Signal There's More Pain Ahead for Commodities
Money managers double net-bearish wagers over two weeks