every silver lining

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every silver lining

July 29th, 2010

Possible questions of plausibility aside, it is difficult to find anything bad to say about the recent GDP figures for the UK. Not only did GDP expand by 1.1% between April and June – double consensus estimates and the country’s … Continued

Global investment strategy and asset allocation – July 2010

July 19th, 2010

Andy Brunner, chief investment strategist at OBSR, assesses the outlook for world markets and, based on this, offers his thoughts on asset allocation strategy The global economy has staged a strong recovery with world output forecast to have grown at … Continued

sideshow budget

June 30th, 2010

Just as they had started to look a little healthier, equity markets have been gently sliding since the Emergency Budget. Should we take this as a sign of their disapproval? After all, there are some chunky cuts involved and not … Continued

Room for improvement

June 16th, 2010

Europe excluding the UK has – probably unsurprisingly – been the worst-performing fund sector this year by a considerable margin. The average fund has dropped 7.41% since the start of the year, compared to a fall of just 0.68% in … Continued

Better Process – Better Portfolio

June 9th, 2010

One of the strongest arguments in favour of ethical investing has been its in-built risk management – in monitoring ethical issues, the socially responsible investor naturally avoids those companies at risk of a financial hit from ethical mismanagement. Till now, … Continued

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