Macro issues have dominated equity markets, driving down valuations. But fundamentals remain strong, with many companies continuing to prosper
The past year or so has been a very difficult period.
Investment Week |
12 Dec 2011
We have lived on debt, debt and more debt. We have all been complicit, governments, banks, producers, retailers, consumers. Now we have to pay it back.
Investment Week |
12 Dec 2011
Over the long-term equity markets follow corporate profits, which in turn follow the direction of economies.
Investment Week |
07 Nov 2011
Stewart Cowley, manager of the Old Mutual Global Strategic Bond fund, discusses why huge G6 indebtedness and negative real yields are the major concerns for investors in Europe
Investment Week |
04 Nov 2011
Working in financial markets is currently like living in a hall of mirrors. Things which logic suggests should fall, rise. Things which ought to loom large appear small. It is hard not to wonder if things that presently seem overwhelming will not in due course be seen as mere way-stations.
Investment Week |
17 Oct 2011
Christine Johnson, the manager of the Old Mutual Dynamic Bond fund, argues corporate bonds are valued at levels investors could breakeven in almost any circumstance seen in recent memory, including the meltdown of 2008-2009.
Investment Week |
12 Sep 2011
Old Mutual saw profits climb in the first half, driven by cost cutting measures and the performance of its South African banking arm Nedbank, while Skandia saw its profits fall by nearly a third.
Investment Week |
05 Aug 2011
Financials still under pressure from unfinished business in the eurozone and the threat of downgrade for banks
Investment Week |
30 May 2011
Old Mutual's Stephen Message believes high street retail businesses have a tough future ahead as they face stiffer competition from low-cost online retailers.
Investment Week |
14 Mar 2011
Strong platform sales helped boost Skandia UK's pre-tax profits for 2010 by 56% to £140m compared to £90m in 2009.
Investment Week |
08 Mar 2011
The Irish round of the sovereign debt crisis clarified one thing - taxpayers are not going to continue to dole out hundreds of billions in hard currency to prop up otherwise insolvent banks.
Investment Week |
17 Jan 2011
Blue chips have had a first stab at hitting the magic 6,000 level following gains in the US overnight and are regrouping after falling just one point short.
Investment Week |
23 Dec 2010
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