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 business cycles: converging at last?
By Paul Diggle, Economist at Aberdeen Asset Management The business cycles of the major economies are out of sync. While the US and the UK are several years into a sustained expansion, the Eurozone economy has only recently begun to show signs of repair, and the emerging markets are tipping into downturns of varying […] Read more »
Denying Deflation; Definitely Dangerous
From Stephen Pope, Managing Partner, Spotlight Ideas Economic sentiment rose to 101.2. Business Climate Index increased to 0.37. Consumer expectations for CPI declined to 13.6. German CPI falling; R2 with Eurozone 0.8929. ECB must act on March 6th. This penultimate day of February delivered a mixed bag of news for the Eurozone. On the positive […] Read more »
Global Macro Outlook For 2014 From Spotlight Ideas
From Stephen Pope, Managing Partner, Spotlight Ideas Spotlight Ideas bullish on global economy in 2014. Confident central bank policy will stay accommodative as supporting the recovery is the best way to engineer a return to a more normal monetary policy. The only cloud seen is that still posed by the Eurozone. […] Read more »