Blog Archives



12 Sep 2016

Riding the Camel - Investors Sense Change in Central Bank Policy
Tom Elliott

Current racing conditions: soft. Q3 asset allocation preferences (unhedged US dollar-based, updated at start of quarter): neutral equities vs. fixed income relative to benchmark. Prefer emerging stock markets to developed, positive on gold. Longer term outlook is to be pro-risk assets. Read more

26 Sep 2016

Riding the Camel - Is Soft Brexit Achievable?
Tom Elliott

Current racing conditions: remaining soft. Q3 asset allocation preferences (unhedged US dollar-based, updated at start of quarter): neutral equities vs. fixed income relative to benchmark. Prefer emerging stock markets to developed, positive on gold. Longer term outlook is to be pro-risk assets. Read more

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