We expect a weak economy and a partial break-up of EMU to weigh on UK equities through the end of next year – our forecast is that the FTSE 100 will end 2013 around the 5,000 mark. Although we are...

The conventional wisdom is that investors prefer Republican Presidents, but we would suggest that every election is different. Romney’s plans would tax equities more favourably and lighten the burden...

Although we think the yield on 10-year Treasuries will fall back soon from almost its highest level in five months, the medium-term prospects for bonds are far from rosy. Indeed, we think the average...

The US Q2 earnings season kicks off today. The news is likely to be downbeat, with the annual growth rate of profits reportedly expected to be negative for the first time since 2009. In recent months...