Monthly Archives: May 2015

Our Investment Update

The UK saw deflation in April. Japanese economic growth improves. Chinese manufacturing contracts . More mixed data out of the US.

Our Investment Perspective

In this issue we would like to move away from the recent noise of the General Election and talk more, instead, about some of the themes that we see developing over the coming months.

Our Investment Update

A narrow victory for the Conservatives. China’s slowdown leads to rate cut. US unemployment rate falls to seven year low of 5.4%. More good news from the Euro area.

Our Investment Update

First quarter US growth weaker than some expected. Greece continues to dominate the European markets. The General Election looms large.