Published Articles

 

US sector view

In the current economic setting, investing in US stocks is a perilous business. Earnings shortfalls have been widespread and many companies have seen their share prices marked down severely as a result.
03.05.2009

Scotsman One to Watch, Kakaku.com

The rocketing popularity of price comparison websites shows no sign of abating and this is exemplified in Japan’s largest price comparison site, Kakaku.com.
21.04.2009

Multi-Manager funds and Retirement Planning

Times continue to be tough for investors. A credit crunch, a financial crisis and a housing market crisis - all at the same time. We’ve seen huge falls in equity markets throughout the world.
19.04.2009

Scotsman One to Watch, Grafton Group

It’s been a difficult few months for building firm Grafton. Its main markets of the UK and Ireland are firmly in recession and the building industry has deteriorated markedly.
07.04.2009

Are these the last days of the hedge fund empire?

The financial services industry is currently witnessing one of its most challenging periods with turmoil sweeping through the financial system.
29.03.2009

Scotsman One to Watch, Ahold

Last year’s sharp rise in food prices and the simultaneous slump in the economy have put huge pressure on consumers and retailers alike. However, even in tough economic conditions people still have to eat.
25.03.2009

Should bond investors worry that central banks are taking risks with inflation?

The global economy has weakened very sharply over the last six months. Few countries have been spared as the downturn has been transmitted around the world by the collapse of global trade and by the much reduced flow of capital and lending across borders.
25.03.2009

Infrastructure projects a key stimulus for emerging market growth

2008 saw emerging markets suffer their worst year in a decade. The world’s developing nations have been hit hard by the global economic downturn.
20.03.2009

Citywire – Property Outlook article

There has been little to cheer about recently in the property markets. Capital values have tumbled; occupier markets have weakened; near-frozen credit markets have stalled the transaction market; and recession has taken hold on a global scale.
02.03.2009

Scotsman One to Watch, AstraZeneca

Amid the turmoil of the UK equity market, few stocks have been able to make much headway. But AstraZeneca has proved a happy exception.
25.02.2009

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