Investment Updates

US corporate earnings season unofficially kicked off last week, with the announcement of Alcoa’s first-quarter results.  Over the next several weeks, we will see the majority of S&P 500 companies report their results.  Although earnings have so far marginally exceeded market expectations,...Read more

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So far this year, Emerging Market (EM) equities have gained 4.2% whereas last year they fell 19.4%.  Why is this?  The main driver has been Latin America, specifically Brazil.  Though Brazil is in its worst recession for over two generations, the campaign to have the president Dilma Rousseff...Read more

Stalling growth and cheap oil are putting strong downward pressure on global inflation.  Central banks are now employing further unorthodox policies to push inflation back up as previous attempts to do so have failed. These failures, and the trial of more experimental policies have knocked...Read more

March 2016

The sell-off in European equities at the start of the year echoed the 2008 financial crisis and sparked concern among investors. The ability of European banks to cover unexpected losses and the quality of their balance sheets has been called into question. We ask how much has the industry...Read more

March 2016

The latest attempt from a central bank to solve the global inflation problem ended in confusion today.Read more