Wed 23rd Apr 2014
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Investment Commentary
Market Commentary 04-08-2014
by Investec Wealth & Investment
Investor Insight 01-04-2014
by Close Brothers Asset Management
Quarterly investment view - April 2014
Quilter Cheviot Q4 Abbreviated Investment Review 31-01-2014
Quilter Cheviot
Global GDP grew 2.4% in 2013, similar to the previous year. Although there was once again a large differential between emerging (+4.7%) and developed (+1.1%) economies, this narrowed. Growth in the developed economies continued to be held back by government austerity measures but improved consumer and business confidence, coupled with ultra-low interest rates and large scale asset purchases by central banks supported the recovery. Inflation remained well below trend thanks to minimal wage growth, high unemployment and declining commodity prices. Corporate profit growth was very modest but the reduction in extreme macro risks boosted investor sentiment and helped equities to one of their best annual gains, with the US indices reaching new all-time highs towards year-end. As the economic recovery progressed the US Federal Reserve guided markets to expect a scaling back of the extraordinary stimulus and while short-term rates anchored close to zero,10-year US and UK bond yields rose to 3%. Developed world equities produced very strong gains over the year, well ahead of the estimated 8% improvement in global corporate profits. US markets made steady progress interrupted only briefly in May and October over the uncertainty of reduced central bank stimulus. European shares may have lagged the US but gains of 18% in FTSE Eurofirst 300 ex UK and 14% in FTSE 100 surpassed expectations. As in the US, the domestically orientated medium and small companies outperformed their larger counterparts with the FTSE 250 and Small Cap indices producing gains of 30%. It was a disappointing year for Asian and emerging market equities with marginal losses for sterling based investors. A pick-up towards the end of the year helped hedge funds and commercial property produce small gains but bonds suffered as yields rose with the FTSE All Gilt index returning -4%.
Odey View 31-01-2014
by Odey Wealth
Odey View - January 2014 by Tim Bond, Chief Strategist
Brewin Dolphin Invetment Strategy 25-01-2014
by Brewin Dolphin Ltd
A quarterly publication setting out the latest investment views from our Research team.
Quarterly Investment Strategy 01-01-2014
by C Hoare & Co
Investment Review & Outlook – Q4 2013 15-11-2013
by Jupiter Asset Management
Investor Insight 01-11-2013
by Close Brothers Asset Management
'Calmer waters ahead'- Quarterly investment view - Autumn 2013
Odey View 30-10-2013
by Odey Wealth
Odey View - October 2013 by Tim Bond, Chief Strategist
Onshore Q3 2013 30-09-2013
by Adam & Company Investment Management Limited
View from Psigma - "The Great Escape" 15-08-2013
by Psigma Investment Management
Just as many are escaping from their desks in search of a well-needed holiday, there are clear signs that the UK economy has turned the corner and ...
View from Psigma - "Go East" 16-07-2013
by Psigma Investment Management
Every day I remind myself how lucky I am to work in such an interesting industry. Regardless of the various burdens that come with the job and the ...
Investor Insight 02-07-2013
by Close Brothers Asset Management
'Summer swoon leads to autumn opportunity - we are cautiously optimistic' - Quarterly investment view - Summer 2013
FYI (For Your Investment) 27-06-2013
by SGPB Hambros
Quarterly investment newsletter providing our market views.
Coutts Investor Insights Blog 21-06-2013
by Coutts
This blog provides Coutts' perspectives on key global economic issues in the world today and how they impact investors.
Coutts Global Markets Weekly 21-06-2013
by Coutts
A round-up of the latest economic and market views around the world.
Coutts Wealth Watch 21-06-2013
by Coutts
Up-to-date analysis on an event or issue relevant to clients.
CIO Blog - June 2013 19-06-2013
by Kleinwort Benson
Please find attached May's CIO Blog from Mouhammed Choukeir, Kleinwort Benson's Chief Investment Officer.
View from Psigma - "The Death of Income" 13-06-2013
by Psigma Investment Management
Undoubtedly the greatest current challenge for investors is how to achieve a reasonable income in this era of “financial repression”....
For 30 years, GAM has honed its expertise in multi-asset, open-architecture investing for a wide range of clients. As such, we have the ability to successfully manage portfolios across the risk spectrum. We are passionate about active management; all our managers – in-house and external – are active investors who have the freedom to invest without having to conform to a single ‘house style’. The common threads that link them are their specialist investment talent, disciplined investment approaches, intense focus on risk and alignment of interests with clients. Because active investing is about taking well considered risks, we provide them with extensive risk management and modelling tools and we monitor them with independent oversight from a dedicated risk team. We are proud to have an alternative perspective on the world and an entrepreneurial approach that embraces new thinking when we believe it will deliver sustainable returns for clients. It is our focus on performance, risk management, uncompromising investment standards and partnership with our clients that enables us to deliver long-term results.

    PAM News  
FCA warns wealth managers to be clearer on advice costs
UK investors show increasingly positive outlook for UK equities - survey
Be aware of disruptive technologies and 'mega trends,' says RBC Wealth Management
Fidelity lobbies FCA for ban on exit charges
Real estate and private equity to lead fund growth in 2014 - survey
Slower growth in China is investors' biggest concern, says J.P. Morgan Private Bank survey
Chinese moguls eclipse Duke of Westminster as UK property kings
Deutsche Asset & Wealth Management predicts solid 2014
Adviser optimism to drive asset allocation shift across Europe, say Blackrock researchers
AXA Wealth sets out impact of new platform rules