Blog Archives



02 Apr 2015

Market review and outlook for Q2 2015: As clear as mud
Tom Elliott

Investors should avoid taking on more risk over the summer, as we inch closer to US rate hikes. We do not know how the underlying US economy, or global capital markets, will respond. Read more

17 Apr 2015

Is a credit crunch around the corner?
Tom Elliott

Tucked away in an otherwise positive World Economic Outlook report from the IMF is an implicit warning to investors. There has been too much borrowing on very low interest rates, it says, and economic shocks to global growth may follow a series of US rate hikes. It is not hard to hard to extrapolate that warning to investors who may find they are invested in assets that become subject to forced selling as leverage is unwound in the financial system. Read more

<< International Investment Strategy