By Stewart Richardson, Chief Investment Officer of RMG Wealth Management We held our quarterly investment meeting last week (please let us know if you would like to receive a copy of the chart pack), and as you would expect, in both preparing for the meeting and in discussion during the meeting, we thrashed out […] Read more »
Global Energy Stocks: The Worst May Be Over
By Salvatore Ruscitti, of MRB – The Macro Research Board We recently upgraded energy stocks to neutral from underweight. Downside risks to oil prices and rising costs for oil producers were key reasons behind our downgrade of the sector in May 2013. Our cautious stance worked out well as a supply-induced bear market in […] Read more »
Outlook: Equities Can Continue to Climb the Wall of Worry in 2015
By Paul Sedgwick, Chief Investment Officer of Frank Investments 2015 Predictions for Investors Hunting Returns – Global equities not cheap but should continue to benefit from supportive backdrop – Low commodity prices should provide boost to global economy – Sentiment suggests equities can continue to climb the wall of worry in 2015 Looking […] Read more »