Blog Archives



06 Jan 2016

Riding the camel 06/01/2016
Tom Elliott

Current racing conditions: December’s soft going persists. Q1 asset allocation preferences: neutral equities vs. fixed income. Within equities overweight euro zone and Japan, underweight US, UK and emerging markets. Within fixed income, a preference for core government bonds. 2016 Economic and investment outlook: Caution needed as moderate global growth belies significant investment risks Read more

18 Jan 2016

Riding the camel 17/01/2016
Tom Elliott

Current racing conditions: very soft. This week: RBS and common sense remind us why we buy boring bonds and multi-asset funds, China opaque data and bank debt, UK house prices – focus on interest rates, not falls in Chelsea prices. Read more

31 Jan 2016

Riding the camel 31/01/2015
Tom Elliott

Current racing conditions: a little firmer. Q1 asset allocation preferences (unhedged US dollar-based, updated at start of quarter): neutral equities vs. fixed income. Within equities overweight euro zone and Japan, underweight US, UK and emerging markets. Within fixed income, a preference for core government bonds over credit, no duration bias. Read more

18 Jan 2016

Investment Outlook
Tom Elliott

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