Asset Allocation
Earnings Season: Still Holding Up
At first glance, the current reporting season may look somewhat disappointing. In the US, aggregate…
August 2013: SC – Slightly higher equity allocation
The price correction following the announcement of a less aggressive monetary policy in the USA…
CIO Update: Gaining traction
SUMMARY The U.S. economy is showing signs of real, if uneven, improvement. The market seems…
Eurozone Equities Playing Catch-Up
Pundits have repeatedly proclaimed the end of Europe’s monetary union in recent years. And where…
A Clear Confirmation for «Abenomics»
Japan’s political system is designed to ensure stability, while limiting the power of any group…
SH: Schroders Quickview: Japan’s upper house elections strengthen…
Results from Sunday’s upper house elections in Japan appear to be a vindication of Prime…