Friday, December 31, 2010

Investment Outlook - December 2010


Our last issue for the year ending 2010.

Some highlights:
  • The bond market saw losses in November
    and has underperformed equities since
    October. There are signs of a gradual shift
    away from the bond market into equities.
    This should see the former consolidate in the
    following months.
  • There is presently a heated debate about
    whether the bond market has reached an
    inflection point and whether the multi-year
    rally we have seen has ended. There are
    some who fear that bonds are not the place to
    be at this moment.
You can download this issue here.

Take this opportunity to wish all my clients a
Happy and Prosperous New Year in 2011!!!