Blog Archives



08 Jan 2017

Investment Outlook
Tom Elliott

Current market conditions: Prepare for a short-term boom in the US economy, accompanied by a strong dollar. Suggested portfolio weightings over the next year to eighteen month for a diversified multi-asset portfolio: 1) Underweight fixed income relative to equities 2) In equities, overweight developed world equities versus emerging markets. In US equities, a bias towards small and mid-cap, in European and Japanese equities a bias towards exporters. 3) within fixed income, a short duration bias. Read more

22 Jan 2017

Investment Outlook
Tom Elliott

This week: Trump’s economic policies: the good, bad and the ugly. Brexit means cherry picking. Brexit and Trump. Read more

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