What markets and managers are looking at now.

In recent days, the tone in stock markets seems to have changed from the panic tumbles on high volumes that we saw in mid-March. Volatility as measured by the VIX index has also reduced though still at elevated levels, but generally we have seen less of the 5-6% moves upwards and downwards on a dailyContinue reading “What markets and managers are looking at now.”

The Next Big Thing

So there’s been a bit of a recovery in stock markets so far this year after a dismal December. It’s not very surprising and it does seem to lack conviction. The year so far has been marked mainly by official downgrades to global economic growth, accompanied at times by “Game of Thrones” rhetoric and headlinesContinue reading “The Next Big Thing”