2014 started with much optimism, perhaps a little too much optimism? Whilst the global economy is showing steady progress the start of the Taper was always going to cause dislocations as various “false markets” that were supported by QE rather than fundamentals, lost their support. Warren Buffett has famously said in the past “when the … Continue reading “January 2014 Market View”
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December 2013 Market View
2013 was a good year for equity investors and, for once, a bad year for bond holders. The FTSE was up by 14% but Gilt prices fell by 7%. But we must not get carried away. The average long term return from equities including dividends is 9.5%, but we know that on average we get … Continue reading “December 2013 Market View”
