Archive for March 2015

Hanson – Market Commentary February 2015

This market commentary has been produced by the Investment Management team at Hanson Asset Management.  February was, from a European point of view, all about Greece; the anti-austerity party, Syriza having won the general election was heading for a confrontation with the Troika as election promises had to be seen to be met. As things…

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Asset Allocation Debrief

Much of our investment thesis has played out well so far this year. Developed market economies are neatly positioned on our investment clock framework, and look to be further boosted by the current deflationary trend. Following the ECB’s announcement last month of QE, long term inflation expectations have picked up in Europe. Whilst the committee…

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