CIO Letter - Mind the Gap
Economic fundamentals (the “real economy”) have been struggling to catch up with the buoyant behavior of financial markets. Eventually, these diverging patterns (gaps) will have to be reconciled.
In this letter, we briefly review global economic conditions and do a “check-up” of where we stand in this chicken and egg game between markets and the economy.
European Equities Outlook – Q4 2014
Top down themes have continued to dominate the European Equity market. With the expectation that we may see greater profitability in Europe going forward, we ask; is this about to change?
Fiona English reviews the performance of the asset class and addresses interesting themes in the market.