Investment Research

Asset Allocation Debrief – January 2015

Oil and Greece on Centre Stage No changes to asset allocation were made following the Committee’s first meeting of the year. The defining features for the beginning of 2015 are the continued falls in the oil price and political tension gripping the Eurozone, in anticipation of the Greek election. Market dips in October, December and…

Read More

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…

Read More