News

How Windy Is It . . . ? Monday, 30th January 2017 – No.214 30th January 2017

So the first month of 2017 has not disappointed; the investment team has certainly not had to scratch around for topics and events to fill our weekly Windy. It is…

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How Windy Is It . . . ? Monday, 23rd January 2017 – No.213 23rd January 2017

Once again, last week’s news-flow was heavily dominated by politics.  In the UK, the highlight came from Theresa May’s speech, at Lancaster House in London, which set out her broad…

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The three main uncertainties facing investors in 2017 19th January 2017

Stephen Watson discusses Asset allocation. The pdf version of the article can be downloaded here – Stephen Watson’s article in Investment Advisor To view the full article in your browser…

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How Windy Is It . . . ? Monday, 16th January 2017 – No.212 16th January 2017

It is always worth remembering the sage words of Benjamin Graham ‘in the short run, the market is a voting machine but in the long run, it is a weighing…

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How Windy Is It . . . ? Monday, 9th January 2017 – No.211 9th January 2017

In the first ‘How Windy is it?’ of 2017 a quick recap of what happened in 2016. Referendums, Presidential Elections, Quantities of Easing rationalisation and interest rate revision were just…

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How Windy Is It . . . ? Monday, 19th December 2016 – No.210 19th December 2016

As the end of the year fast approaches, we cannot help but feel a certain sense of déjà vu.  The Federal Reserve raised short-term interest rates last week by another…

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How Windy Is It . . . ? Monday, 12th December 2016 – No.209 12th December 2016

Last week’s news focused mainly on the European Central Bank (ECB) who confirmed it will extend its bond-buying programme until at least December 2017, albeit it is cutting its purchases…

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How Windy is It . . .? Monday, 5th December 2016 – No.208 5th December 2016

2016 will forever be known as the year where the unexpected, happened. Brexit and Donald Trump aside the political focus has now shifted to Italy and Austria. Yesterday a referendum…

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