Shares and the stockmarket

Waiting for Uncle Sam to turn the corner

One of the most interesting developments of 2015 is how the market's enthusiasm for US equities appears to be cooling. Even the dollar's strength relative...

Tue, 26/05/2015 - 16:53

Themes for 2015: an update

We see five key themes shaping the macroeconomic landscape and supporting risk assets over the next year. Most notably, we still believe that the full...

Tue, 19/05/2015 - 12:22

10 Downing Street

Election result offers fresh questions as well as answers

According to T.S. Eliot’s multi-layered poem The Waste Land April is the cruellest month, but if you are Ed Miliband, Nick Clegg or Nigel Farage...

Mon, 18/05/2015 - 16:00

Election 2015

Election 2015: how the ballot could bother the markets

Equity, bond and currency markets remain in thrall to the General Election as the leading parties' campaigns grind remorselessly toward the actual ballot on 7...

Wed, 29/04/2015 - 08:57

Globe

Dollar continues to call the shots worldwide

Saint Augustine of Hippo is well-known for works such as Confessions and The City of God but the fourth century AD Christian theologian may be...

Fri, 24/04/2015 - 12:27

Little fish can be sweet

Small cap stocks tend to outperform while the good times roll, bulls are in charge and risk appetite is elevated. The chart below shows how...

Mon, 20/04/2015 - 10:41

Magnifying glass

Markets continue to follow the money

This month (4 April) marks the second anniversary of Japan launching its own version of Quantitative Easing (QE). When the scheme was first announced by...

Fri, 10/04/2015 - 12:47

Use the SOXX to test market's appetite for excitement

One of the tracks for which singer-songwriter Ian Dury was best known was Sex and Drugs and Rock and Roll and when it comes to...

Fri, 03/04/2015 - 11:25

Portfolios need more virtues than just patience

The financial markets continue to digest the implications of the policy meeting of the US Federal Reserve (18 March), which saw chair Janet Yellen drop...

Fri, 27/03/2015 - 13:45

Watch what the smart money is doing

“I am convinced that if it [the price system of a free market] were the result of deliberate human design, and if the people guided...

Fri, 20/03/2015 - 15:20

Pages