01/13/2013
We think US earnings are likely to beat overly negative consensus estimates for the fourth quarter, given upbeat business and consumer confidence data and leading economic indicators.
01/07/2013
Short-term data may remain volatile, but we think it is important not to lose sight of the improving medium-term economic trends.
01/07/2013
2013 Outlook: A year in global property - Jim Rehlaender, Global Property Securities Fund Manager
01/06/2013
2013 Outlook: A year in global climate change - Simon Webber and Giles Money, Portfolio Managers for the Global Climate Change strategy
01/06/2013
A bear market has potentially broken out in US government bonds, and our favoured response is to continue to rebalance portfolios towards equities.
01/06/2013
As we enter 2013, the policy makers are very much at the heart of the global economy.
01/03/2013
The report details Bank of America's prospects, including three reasons to buy, and three reasons to sell
01/02/2013
In this report, we explore both the clouds and the silver linings in these three major world economies
01/02/2013
The Fiscal Cliff has been averted but not without America experiencing a Wile E Coyote moment
01/01/2013
Governments that are raising tax rates on the wealthy to plug budget holes are doomed to disappointment.
01/01/2013
Fittingly, given the confidence-crippling chaos and subsequent submission in US Congress the first song to be shuffled on to my iPod on my New Year’s Day run was the magnificent “Acquiesce” by Oasis.
12/30/2012
According to the Telegraph, Buffett's remarks came during an interview with fellow philanthropist Melinda Gates, with BBC Radio 4.
12/30/2012
“Let me tell you about the very rich,” wrote F. Scott Fitzgerald in his short story The Rich Boy in 1926. “They are different from you and me. They possess and enjoy early, and it does something to them…”
12/26/2012
New Lafferty report applies retailer best practice to banks in an effort to make them 'loved'
12/26/2012
We are reducing our exposure to gold for the first time since June 2009 because we believe that several key risks to the global economy that underpinned the precious metal are being addressed. But we remain positive on gold and believe it has a place in p
12/25/2012
Nobel laureate Daniel Kahneman claims in his book Thinking, Fast And Slow that the stock picking industry is built largely on an "illusion of skill."
12/19/2012
As the US Fiscal Cliff melodrama heads towards its climax I thought I would offer an observation based upon the 60s US TV sitcom series-the Beverley Hillbillies.
12/16/2012
It is going to be interesting to see just how well they really want to know their Mexican and Columbian gangster customers.
12/16/2012
The survey reflects the responses of more than 2,500 members of the Tax Governance Institute.
12/16/2012
Welcome to my fifteenth annual Christmas Charity Quiz! Internet search is acceptable these days - so some sections don’t have easy or straightforward answers! For competitors please submit your answers to me by 15 January 2013.