Latest commentary from our Research Team
| 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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| The Confusion Of Volatility With Momentum | 10/02/2010 |
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Against a background of a return to strong GDP growth accompanied by a very solid fourth-quarter corporate earnings season in America and with early European corporate profit reports reflecting positive trends, it seems strange that global equity markets should choose this moment to go into reverse. more >> |
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