Blog Archives



08 Dec 2015

Riding the camel 09/12/2015
Tom Elliott

Current racing conditions: Firm ahead of a probable rate hike from the Fed on the 16th Dec. Q4 preferences: neutral equities, within equities overweight euro zone and Japan. Overweight cash at the expense of bonds. Neutral duration bias in core bond markets. This week: If this is the Great Divergence, what does the little one look like? Saudis fail to end ‘cheaper for longer’ oil price. Jeremy Corbyn’s Labour Party allows more room for the George Osborne vision of Britain to develop. Read more

22 Dec 2015

Riding the camel 22/12/2015
Tom Elliott

Current racing conditions: Soft going as nervousness creeps in after recent US interest rate hike. Q4 preferences: neutral equities, within equities overweight euro zone and Japan, underweight US and emerging markets. Long duration bias in core bond markets. This week: Beware the post-Fed rate rise relief rally, the high yield market takes a hit, is UK buy-to-let evil? Read more

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