Blog Archives

13 Oct 2015

Riding the camel 13/10/2015
Tom Elliott

A fortnightly look at global capital markets and economics. This week: Enjoy the rally while it lasts- it isn’t trustworthy, Japanese equities: positive structural themes versus weak domestic economic data, ‘price gouging’ and US pharma Read more

30 Oct 2015

Riding the camel 30/10/2015
Tom Elliott

Current racing conditions: Good, firm, conditions persist. 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

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