News and views

14 December 2009: Beware the consensus view within reluctantly recovering UK economy
Article written by Hugh Duff, Senior Investment Manager UK equities, for Investment Week
As the year end looms, investor focus has turned to the outlook for 2010. The market has rallied significantly from the lows in March, driven by enormous liquidity, positive earnings surprises and some signs of a macro recovery. Of late, the sustainability of this rally has been called into question as the challenges for next year are considered.

22 June 2009: Rising markets driven by global themes
Article written by Hugh Duff, Senior Investment Manager UK equities, for Investment Week
The UK stock market has been led by global themes over the last few months. There is considerable debate over the sustainability of the market rally, as witnessed by previous commentators. Will the "green shoots "grow roots?

26 January 2009: Obama administration faces challenges as crisis overshadows all
Article written by James Kinghorn, Senior Investment Manager US Equities, for Investment Week
Over the last 10 years to December 2008, the US stockmarket returned an annual compound rate of -3% per year. This matches the worst 10-year period in history, experienced during the Great Depression between 1929 and 1939.