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Monday, November 9 - 2009

Reduce corporate bond allocations

Keep overweight in equities and hedgefunds, and underweight in cash and bonds; Within fixed... Read full article »
Tuesday, April 26 - 2005 at 08:59

US equities hit five-month low

Falling oil prices were unable to prevent US stock markets from sinking away to their lowest... Read full article »
Tuesday, April 19 - 2005 at 14:20

High oil prices boost oil stocks

High oil price levels still benefited oil stocks with the healthcare sector being another winner... Read full article »
Tuesday, April 12 - 2005 at 08:23

Focus of attention on oil

Investors focused on inflation and interest rates, after the Fed commented that inflation was... Read full article »
Monday, April 04 - 2005 at 17:20

No such thing as a free lunch

Investors took a more cautious stance towards equity markets and preferred defensive sectors,... Read full article »
Monday, March 21 - 2005 at 17:05

Government bond sell-off grows

The sell-off in government bonds continues, and should start to affect other fixed income asset... Read full article »
Tuesday, March 15 - 2005 at 09:22

Equities maintain their position

Most markets succeeded to maintain the levels they had reached the week before. Energy stocks... Read full article »
Tuesday, March 08 - 2005 at 15:59

Signs of weakness all around

The ECB should keep monetary policy unchanged, awaiting further signs of economic recovery. UK... Read full article »
Monday, February 28 - 2005 at 19:38

Equity dividends still attractive

Taking into account the dull long term bond yields, the equity dividend story maintains all its... Read full article »
Monday, February 21 - 2005 at 16:24

Equities mark time

After a nice two weeks equities might have taken a little break, except for a further slowdown of... Read full article »
Monday, February 14 - 2005 at 15:21

Markets turn higher

After starting the week in a negative tone, caused by nervousness regarding upcoming economic... Read full article »
Tuesday, February 08 - 2005 at 14:59

US set to raise interest rates

We expect the Fed to raise interest rates by 25 basis points to 2.50 on Wednesday with the... Read full article »
Monday, January 31 - 2005 at 18:20

The UK labour market remains solid

In Europe this week we expect business indicators to stabilise in January. The German Ifo... Read full article »
Monday, January 24 - 2005 at 19:21

Oil a threat to equity outlook

Upward pressure on oil prices remains a main threat to equity prices. We believe that the pull-... Read full article »
Monday, January 17 - 2005 at 17:54

Economic consequences likely to be moderate

All in all, the impact of the tsunami on economic growth seems to be moderate and is far less... Read full article »
Monday, January 10 - 2005 at 17:19