Archive for August 2014

Tatton's Weekly, 8 August 2014 – Time for a change of strategy

This week it felt like August picked up and continued exactly where July ended – geopolitical events overwhelming the positive macro-economic news front and driving equity markets lower. The one positive to record is that Israel ended its offensive on Gaza and US president Obama agreed to provide air strike support to Iraq to prevent…

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Asset Allocation Debrief – August 2014

Growth Prospects Persist A multitude of factors contributed to a return of market volatility in July, while central bank policy remains the overriding influence. Geopolitics, sanctions placed on Russia and instability in the Portuguese banking system tested investor nerves. Ultra-loose monetary policy had dampened market volatility, explaining why markets were unresponsive to the increase in…

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