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CIO Equities comment: Still an equity friendly environment

CIO Equities comment: Still an equity friendly environment

Nyheter   •   Jul 09, 2013 08:20 CEST

While market uncertainty has picked up in recent weeks, I believe we remain in an equity-friendly environment. Indeed, it is significant that the recent falls in equity markets were not accompanied by elevated volatility.

2013: an event-driven year

2013: an event-driven year

Nyheter   •   Dec 13, 2012 08:00 CET

2013 will be another challenging and event-driven year for equity investors to negotiate. While the prospects for earnings growth in most developed equity markets are now more modest, a positive case can be made for a re-rating of equities, yet this is dependent on progress being made against some powerful headwinds.

CIO Perspective: The tide is turning for equity markets

CIO Perspective: The tide is turning for equity markets

Nyheter   •   Aug 07, 2012 08:44 CEST

The uncertainty associated with the eurozone crisis has weighed heavily on stock markets. Investors have poured into the safe havens of fixed income, pushing yields on US and German bonds to record lows. The tide is beginning to turn for equities and historically when such a turning point is reached markets can move ahead strongly.