Latest commentary from our Research Team
| On Sunshine & Economics | 17/03/2010 |
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To paraphrase PG Woodhouse, it is never very difficult to tell the difference between an economist and a ray of sunshine and it certainly seems that the media is currently full of opinions from members of "the dismal science" cautioning against getting carried away by the recent strength in investment markets. more >> |
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| The Tempering Forge | 10/03/2010 |
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There are many analogies that have been coined to characterise the action of stock markets. One of the most famous and apt is Ben Graham's description of their action as being similar to a "voting machine" in the short term, but like a "weighing machine" over the longer term. more >> |
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| Musings On Mergers & Acquisitions | 03/03/2010 |
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With the recent take-over of Cadbury by Kraft of America, I thought I would share a few of my thoughts on Mergers and Acquisitions (M&A) in stock markets. more >> |
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| Brittle China | 24/02/2010 |
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Following the shorthand of today, the investment opportunities in Emerging Markets are commonly agreed to centre on the BRIC countries - namely Brazil, Russia, India & China. more >> |
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| This Time It's Different - Part One | 17/02/2010 |
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The belief that "this time it's different" is often blamed for investors losing perspective as bull markets have approached peaks - most memorably in the recent past in the technology bubble at the turn of the millennium. more >> |
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