Blog Archives

05 Jun 2016

Riding the camel - Fed Rate Hike
Tom Elliott

Current racing conditions: moderate. Q2 asset allocation preferences (unhedged US dollar-based, updated at start of quarter): neutral equities vs. fixed income relative to benchmark. Within equities, favouring a low volatility/ high dividend strategy and a small overweight in Canada. Within fixed income, neutral. Longer term outlook is to be pro-risk assets. Read more

24 Jun 2016

Riding the Camel - Brexit edition
Tom Elliott

Riding the Camel by Tom Elliott // Brexit edition A look at the politics, economics and investment implications of today’s vote by the U.K to leave the E.U - 24 June 2016, Tom Elliott Read more

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