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Search Results for: europe

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  • Greek drama gets nerves jangling … again - 16/05/12

    Once again, events in the eurozone are assailing investors’ confidence and causing them to flee share markets for the apparent safety of the US dollar and US government bonds. Greece is headed for a fresh general election after political leaders … Continue reading →

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  • A review of recent past and our outlook - 24/04/12

    During September last year, markets were capitulating under a weight of worry flowing from a potential default by Greece plus the deteriorating fiscal positions of both Italy and Spain. There were more concerns in October when the German Administration “seemed” … Continue reading →

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  • A review of recent past and our outlook - 19/04/12

    Based on a letter to our investors from John Abernethy. March Quarter During September last year, markets were capitulating under a weight of worry flowing from a potential default by Greece plus the deteriorating fiscal positions of both Italy and … Continue reading →

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  • OECD Leading Economic Indicator turns up - 12/04/12

    While investors will quite naturally be worried about many unresolved issues in the global economy – not least the latest drama emanating from Spain’s problems juggling austerity programs with unemployment at catastrophic levels and rising borrowing costs – take a … Continue reading →

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  • Saudi Arabia’s take on oil prices - 05/04/12

    On 28 March, Saudi Arabia’s oil minister, Ali Naimi, wrote an interesting op-ed piece in the Financial Times which is worthwhile reading in full. As Naimi states, “High international oil prices are bad news. Bad for Europe, bad for the … Continue reading →

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  • Looking into the future - 15/03/12

    “… to our mind it is more sensible to focus on that which is more predictable – the likely changes to the economic environment over the next 3 to 5 years. From this we can focus on what is important … Continue reading →

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  • All the way with the USA - 14/03/12

    Last week’s news on Greece has given investors a temporary and welcome sign of relief. The Greek default will be orderly and European Financial Stability Facility funds will be disbursed. Debt payments will be re-structured or swapped, now that private … Continue reading →

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  • Better news fails to stimulate investors - 12/03/12

    The following article (featuring our CIO, John Abernethy) written by Gareth Hutchens was published in The Sydney Morning Herald, Business Day, 10 March 2012. INVESTORS kept one eye firmly on Europe this week, and the other on China while welcoming … Continue reading →

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