Other market opinions - Archive
Some of the opinions expressed on this page are from sources outside the FirstRand Group. They do not necessarily represent the opinions of the FirstRand Group, it's subsidiaries and/ or staff.
US quake causes global aftershock
Quarterly review by Nick Lee, AshburtonNovember 2008
At the beginning of the quarter investors were concerned about the rise in inflationary pressures with oil prices at record highs at almost $150, the likelihood of higher short term interest rates and the real prospects of stagflation....full document
The ultimate result should be an anaemic recovery
Outlook by Peter Lucas, AshburtonNovember 2008
The ultimate result should be an anaemic recovery, low inflation and low interest rates.....full document
A short summary of our thinking about recent events
by Barclays WealthOctober 2008
This note is a short summary of thinking about recent events from Barclays Wealth....full document
Stenham Market view
October 2008Review of Hedge Fund Strategies, third quarter 2008: full document
Stenham Market view
October 2008The following summarises Stenham’s view of global markets and potential future developments: full document
Fear and Greed
by Collins Stewart Wealth ManagementSeptember 2008
If there is a single message we would like to convey as a result of the market dislocations of the past few days it is this – please don’t panic. If you would like to adjust your asset allocations, or risk positions, now really isn’t the time. Recent market dislocations have been largely sentiment driven, with implied equity market volatility closing yesterday at it’s highest ever level......full document
