Half Time Team Talk

In football parlance, for investors we have just come out for the second half. So what is the half time assessment of stockmarkets in 2014? My brief comments are based on my own observations and those of Neptune Investment Management, M&G and Neil Woodford, formerly of Invesco Perpetual and manager of the newly launched Woodford Equity Income fund. Equity Market …

What Investors Should Expect in 2014

On one hand judging by what happened in 2013 we should expect the unexpected. This time last year we faced clouds on the horizon – a potential triple dip recession in the UK, a hard landing in China, further crisis in the EuroZone, the fiscal cliff in the US and an unknown outcome of Abenomics in Japan. In the end …

Looking Back, Looking Forward

At the start of the New Year it is worth reviewing how the last 12 months has fared for investors as well as looking forward to 2013. Global markets have rallied in the second half of 2012; financial stocks in particular had a positively balmy year. In July the President of the European Central Bank, Mario Draghi promised to do …