Blog Archives

10 Nov 2015

Riding the Camel 10/11/2015
Tom Elliott

This week: Look out! A December US rate hike looks certain, reports that the Bank of England will follow are exaggerated, will Japan Post boost the wider market? Read more

22 Nov 2015

Riding the camel 22/11/2015
Tom Elliott

Current racing conditions: Firm ahead of a probable December rate hike from the Fed. 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. Read more

<< International Investment Strategy