Macroeconomic Backdrop By Rowland Brown Following the release of the IJG Economic Outlook in January 2014, we have revised our macro projections, including inflation, private sector credit extension, GDP growth and interest rate forecasts. As always, these forecasts are based on our various models, tempered by the views of the… Continue reading
By Rowland Brown Over recent months, those involved in regional and international equity markets have had to endure an ever increasing online propaganda battle between bulls and bears, and with the tempo now reaching fever pitch, I have decided to weigh in with my views, from the perspective of a… Continue reading
By Rome Mostert As of the end June 2014 the S&P 500 Index had increased 189.75% since the inflection point in the spot index in early March 2009. Thus, the annualized return over this period was 22.17%. Take these returns and the age of this bull (5 years and 3… Continue reading