What to watch out for this reporting season

Wednesday, July 30 2014

Going into the August reporting season, the market has softened earnings expectations for companies. Declining commodity prices, a higher dollar than many had expected and a budget related decrease in consumer spending and sentiment were all drivers of the weaker forecasts.

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Monthly Investment Review May 2014

Tuesday, June 10 2014

The market held up better during May than many expected. The key reason for this appears to be due to the on-going support provided by very low bond and interest rates. This month we review the following drivers of the very low bond yields and the impact on equities.

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