nebusiness.co.uk - Tag - andrew miller

COLUMN: Andrew Miller - Economic rehearsal for ‘real change’

nebusiness.co.uk — Tue, 11 Jun 2013 23:01:00 GMT

THE recent softening in stock prices is still best viewed as a dress rehearsal for a more pronounced setback when monetary policy starts to normalise.

COLUMN: Andrew Miller - Substance behind stock market's rally

nebusiness.co.uk — Wed, 05 Jun 2013 03:00:00 GMT

THE global economy is growing, the euro crisis seems contained and risk appetite is edging higher.

COLUMN: Andrew Miller - UK gilts continue to extend their rally

nebusiness.co.uk — Sun, 02 Jun 2013 23:01:00 GMT

IF cast your mind back to early 2010, you would find the UK facing a new coalition government, the Bank of England pausing asset purchases at £200bn and 10-year gilt yields at 4%, around 100bps above the German 10-year.

COLUMN: Andrew Miller

nebusiness.co.uk — Tue, 21 May 2013 23:01:00 GMT

WE have been pretty relaxed about the rise in stock prices so far. Although we believe that some pull back is overdue, valuations look unremarkable, and the primary trend is still positive. If we sell out now we may miss a resumed rally.

COLUMN: Andrew Miller - The eurobloc continues to languish

nebusiness.co.uk — Sun, 19 May 2013 23:01:00 GMT

BUSINESS surveys suggest that the eurozone economy is flatlining at best, but this ought not to be a major surprise.

COLUMN: Andrew Miller - Are we nearly there yet?

nebusiness.co.uk — Tue, 14 May 2013 23:01:00 GMT

ANOTHER week, another post-crisis high for developed stocks (and another all-time high for the S&P500).

COLUMN: Andrew Miller - It’s not all thanks to the banks

nebusiness.co.uk — Tue, 07 May 2013 23:02:00 GMT

HAVING saved the world in 2008/9, the big central banks’ financial fire-fighting morphed into a more cyclical, pro-growth stance that has extended into 2013.

COLUMN: Andrew Miller - Precious metals are not a foolproof hedge

nebusiness.co.uk — Sun, 21 Apr 2013 23:00:00 GMT

RECEIVED wisdom has taken another knock in the last week. We may not have expected events to unfold quite as they did, but we have long felt that the conventional view of the crisis and its aftermath needs rethinking.

COLUMN: Andrew Miller - No value to be had from government bonds

nebusiness.co.uk — Sun, 07 Apr 2013 23:01:00 GMT

WHAT do you think of an investment trading within a whisker of its all-time high, at a valuation never seen before, which is potentially volatile if interest rates start to rise and which is all but guaranteed to deliver a fall in price and a negative real total return on a 10-year view?

COLUMN: Andrew Miller - More room for gains to come

nebusiness.co.uk — Tue, 02 Apr 2013 23:01:00 GMT

DEVELOPED stocks had a strong first quarter, but a setback seems overdue and there is no shortage of potential triggers.