Economic Commentary – March 2015

March 30th, 2015, by Georgina Ogilvie-Jones

Inflation remains extremely subdued in many developed economies, whilst government bond yields are continuing to fall due to the low interest rate environment and the large-scale quantitative easing operations being pursued by the European and Japanese central banks. Equities therefore… Read More…

Update on Henderson European Special Situations & Crux Asset Management

March 2nd, 2015, by Georgina Ogilvie-Jones

In October last year Henderson announced that Richard Pease would be leaving to join Crux Asset Management, a new employee-owned fund management company based in London. At the same time it was announced that his £1 billion European Special Situations… Read More…

Economic Commentary – February 2015

March 2nd, 2015, by Georgina Ogilvie-Jones

Starting with a broad view we note that the recently published 2015 edition of the Barclays Equity Gilt study once again makes the case for long term investment in equities. From 1960 to 2014 in the UK the average real… Read More…