News and views 2007

3 December 2007

Several reasons to remain cautious, but investment opportunities remain -
Article written by James Kinghorn, Senior Investment Manager US Equities, for Investment Week

US stock market investors have increasing reasons to be cautious. Although the S&P 500 Index recently came off an all-time high in early October, the US has been one of the weakest performing equity markets in the world when adjusted for currency.

2 July 2007

It looks like it may be a case of déjà vu this summer with stock market investors increasingly worried about inflation and the knock-on effect on interest rates -
Article written by Hugh Duff, Senior Investment Manager UK Equities, for Investment Week

Last year the UK equity market fell almost 10% on these worries before accelerating strongly to finish at a multi- year high.

 

25 June 2007

Investors still cautious on US market despite reaching all-time high in June -
Article written by James Kinghorn, Senior Investment Manager US Equities, for Investment Week

Despite nearing an all-time high earlier this month, many US investors remain cautious on the outlook for the US market.

8 January 2007

Investors prepare for soft landing scenario -
Article written by James Kinghorn, Senior Investment Manager US Equities, for Investment Week

Higher energy prices and interest rates, and a weak housing market all have a lagged effect.