Asset Allocation
CS: Stocks more volatile, but preferred even as…
– Moving to reduced Fed stimulus, but subdued inflation to keep interest rates low.– Stocks…
Tactical Asset Allocation Q3/2013
The economy is growing steadily in the US, bottoming in Europe and resurgent in Japan,…
June 2013: SC – Easing off the gas
After many important equity markets had reached highs in the past month, rather weak early…
May 2013: SC – European turnaround requires patience
The global growth outlook deteriorated slightly in April. The downstrokes mainly concern the euro area…
April 2013: SC – Reduce equity overweight
The Cyprus bailout is hardly likely to be the last for this country. The credit…
Ignis A.M. :2013: Economic Forecasts
Stuart Thomson, Chief Economist and co-manager of the Ignis Absolute Return Government Bond Fund, discusses…