europe

Funds Round Up - September

By Faith Glasgow The month has been dominated by Scotland’s vote on independence; many investment trust and fund houses are based in Scottish cities, and a yes vote would have led to disruption for the industry as a whole. In the event, it didn’t quite happen; since then, after an initial burst of relief, markets have been troubled by geopolitical events, culminating ...

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Deflation Stalks Financial Markets

Stewart Richardson Chief Investment Officer When we analyse the recent performance of assets like Government bonds, commodities, foreign exchange and inflation linked bonds, we get a real sense of a deflationary burst gaining a little momentum. We all know that Europe is currently labouring under very low inflation which may reach 5 year lows when the advance September number is released this ...

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Dollar Bulls are Happy but Sterling Looks Fragile

Whilst the language from the Fed was on the dovish side last week, the projected path for the Fed Funds rate was significantly more hawkish compared to the FOMC’s previous forecasts from just a quarter ago. Furthermore, with Yellen watering down her forward guidance at the ensuing press conference, replacing it with a “data dependent” approach, the bulls were given ...