The underlying tone of most markets was ‘risk-off’, with gold, US Treasuries and German Bunds eventually attracting some haven buying...
Weekly Investment View: It's time to implement economic resolutionsThe eagerly-awaited US retail sales for April came in at +1.3%, month-on-month...
Weekly Investment View: Holding your nerve through the summerIt could be rather a tricky summer for the markets, and investors should be prepared for recurrent volatility...
Weekly Investment View: Central banks driving into summerThe IMF has been reassured by the efforts of GCC states to address their fiscal positions following the reduction in oil revenues...
Weekly Investment View: A confluence of crossroadsThe IEA put its best when they said in their latest review that the impact of any freeze in production agreed would be limited...
Weekly Investment View: The importance of being tacticalThe MSCI World index was ahead 1.0% over the week, led by the US as well as emerging market equities...
Weekly Investment View: Tactical plays in our reinforced worldWe had said at the beginning of the year we expected no interest rate rises in the U.S. through the course of 2016...
Weekly Investment: Oil is in a bottoming process, but expect it to be choppyWith Brent trading back above $40, and WTI above $38, some commentators are now suggesting at least the beginnings of a fundamental recovery is taking place...