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The first few trading sessions of 2009 were surprisingly bullish continuing the momentum of a late December rally.
21 December 2009
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US
Hail Dorothy, the wicked witch is dead! In the classic movie, the Wizard of Oz, this is the ending of one era and entering of another.
14 December 2009
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US
HSBC Global Asset Management will merge its £26m American Growth fund into its £99m American Index portfolio following the former's struggle to outperform its benchmark.
11 December 2009
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1 min read
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It has been over a year since the collapse of Lehman Brothers. Credit spreads, which skyrocketed during the crisis and remained high early this year, have retracted somewhat.
07 December 2009
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2 min read
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Janus manager highlights importance of sticking to process to uncover intrinsic value
07 December 2009
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With fiscal and monetary stimulus appearing from all directions, the US GDP hit a positive 3.5% in Q3 2009, most likely indicating the end of the recession.
30 November 2009
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US
With the end of the recession in sight, investors in the US need to be wary of the example of Japan's markets in the 1990s and beware of broad-based economic deflation
30 November 2009
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US
Rising equities, improving economic newsflow and corporate earnings put sector in good position
23 November 2009
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5 min read
US
Of course, last week's Queen's Speech was an electioneering one and you cannot blame old Gordon for having a go. It is always better to get HRH to deliver your ideas in person when you have such dodgy handwriting and spelling!
23 November 2009
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US
What is normal going forward? Recently, investors appear to be assuming corporate profitability and economic growth will rebound to prior levels as quickly as they disappeared. Many are assuming a ‘V-shaped' recovery and have embraced cyclically driven...
23 November 2009
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