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Published by: Alliance Trust, March 2016
Recent equity market volatility and increasing concerns about economic growth in emerging markets has turned the spotlight onto economic performance in the world’s largest economy.

Published by: Financial Times, February 2016
Fundsmith, my fund management busi ness, celebrated its fifth anniversary in the past month. What have I learnt over the past five years of running the fund?

Published by: Aberdeen Asset Management, February 2016
The Business Cycle Dating Committee may sound like a lonely hearts' club for lovelorn economists, but it isn't.

Published by: Alliance Trust, February 2016
The Bank of Japan surprised markets by deciding to adopt tiered negative interest rates last week. It means that a rate of 0.1% will apply to any existing BoJ current account balances and a zero rate will apply to required reserves held by banks.

Published by: Alliance Trust, January 2016
The problems in China highlight the dilemma facing the government; between pushing ahead with the needed longer term structural reforms, and supporting the economy in the short term.

Published by: Alliance Trust, November 2015
2015 was a year full of volatility and uncertainty. As we look forward to 2016, it is difficult to see how this is going to change significantly. In this quarterly report, we look at some of the key risks facing the global economy in 2016 which have the potential to disrupt activity levels.

Published by: McInroy & Wood, September 2015
There is a nasty new strain of an old virus around. Andrew Haldane, an executive director of the Bank of England, diagnosed it in company boardrooms and their absurd pay structures.

Published by: Financial Times, November 2015
Fundsmith, my fund management business, celebrated its fifth anniversary in the past month.What have I learnt over the past five years of running the fund? One thing I have observed is the obsession of market commentators, investors and advisers with macro economics, interest rates, quantitative easing, asset allocation, regional geographic allocation, currencies, developed markets versus emerging markets.

Published by: Aberdeen Asset Management, November 2015
The kaleidoscope has been shaken and the pieces are in flux. This is one way to describe the UK pensions system as the implications of pensions flexibilities, auto-enrolment, and indeed the Government's consultation on pensions tax relief are absorbed by savers and" providers alike.

Published by: Aberdeen Asset Management, October 2015
The story of the Titanic shows that, despite their size, icebergs can be surprisingly difficult to assess. Although all may appear calm on the surface, danger may lurk beneath the waves.

Published by: Aberdeen Asset Management, September 2015
The third quarter has, to put it mildly, been a challenging one for holders of risk assets. Most large equity markets were down around 10%, and anything connected to China or commodities fared considerably worse.

Published by: Aberdeen Asset Management, July 2015
The UK economy has picked up speed heading into the summer months, just as the Monetary Policy Committee (MPC) is about to hold a crucial meeting on interest rates.

Published by: Aberdeen Asset Management, July 2015
Greece and its creditors have finally reached a deal. So the immediate threat of Grexit has been averted and talks are due to begin shortly on the country’s third bailout.

Published by: Henderson Global Investors, April 2015
Some market commentators, and indeed some Wealth Managers and IFAs, try and make investment trusts look like open-ended funds.

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