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European Equities Seem a Better Relative Return but Beware of Timing

The year to date trend of European equity out-performance continued last week. Is it really as simple as allocating to the markets where the central bank is cranking up the printing press with fundamentals relegated to the back seat? For the moment, it seems so! On that subject, China cut its main interest rate by 0.25% this weekend - more ...

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US Fed Meeting Will Set the Tone

Stewart Richardson Chief Investment Officer Fed chairman Yellen presents her semi-annual testimony to politicians this week. This is always an important event for markets, and this should be no exception given the current uncertainty surrounding FED policy and the reliance of markets on it. Despite general confidence in the US economy, data releases have been almost universally disappointing this year with only data related to ...

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All Time Highs in US Equity Markets Ignore Concerns

Developed equity markets continued to recover from the January weakness, with US stocks at new all-time highs and Europe at cycle highs. This is quite an impressive performance considering disappointing economic data in the US, continued uncertainty over Greece and potential concern that the Ukraine situation may not have been properly resolved. Continued easy policies from central banks, with Sweden cutting ...