Lowering Costs

It was a Rollercoaster Week that Ended on a Down Note

This will be the last investment report for 2015. It has certainly been a more challenging year for investors across all assets. We wish all of our readers a very happy Christmas and New Year. The main event of last week was, of course, the US Federal Reserve meeting which finally delivered the long awaited interest rate rise of ¼%. The ...

Analysing Business Performance

Dangerous Signals Appear in Financial Markets

We held our quarterly investment meeting last week (please see the chart pack at www.rmginvestment.com/investment-bulletins), and as you would expect, in both preparing for the meeting and in discussion during the meeting, we thrashed out a number of issues and potential scenarios. In short, we believe that the best scenario for equities is more of the same seen in the ...

European-Central-Bank(2)

Draghi Disappoints which could Lead to Market Dislocation

It has become clear that certain events this December would likely generate a heightened degree of volatility and could set the tone of markets as we move into 2016. Four days into the month and we are certainly seeing a few thrills and spills. Top of the bill last week was Mario Draghi. We wrote extensively about this two weeks ago ...