Investment View - January 2010
Steve Patterson – Investment and Managing Director
Over the festive break one would have expected a good deal of 'sober' reflection on the remarkable upturn in investment markets since March 2009. I was half expecting a modest correction at the start of the New Year. But what is becoming evident is that the markets are pricing in an even stronger global recovery than most analysts would have predicted just a few months before the year end.
Investment View-January 2010
Investment View - February 2010
Steve Patterson – Investment and Managing Director
Last month we reported on the sharp upturn in corporate bonds which has benefitted many clients.
The UK commercial property market has also turned the corner and in December the IPD Monthly
Index produced the biggest monthly gain in its 23-year history. Clients who bought extra property fund
units to take advantage of the depressed values are now reaping the rewards. The turnaround has
been marked but what should investors expect from now on?
Investment View-February 2010