Andrew Miller

Andrew Miller

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Andrew Miller

Andrew Miller: Don't rely too heavily on the economic data

This has been one of the more subdued economic recoveries in recent memory, but a very good time to have owned stocks

Andrew Miller

Andrew Miller: Taking note of historical echoes in economy

February will mark the 20th anniversary of a key cyclical rotation in capital markets. The echoes are not confined to the calendar

Andrew Miller

Andrew Miller: We suspect Japan will become more like the West

As Western inflation has slowed again, so the comparisons with Japan's lost decade(s) have been dusted off

Andrew Miller

Andrew Miller: Could aggregate consumer prices actually fall?

The spectre of deflation is said to be hanging over Europe. Developed world inflation has slowed, and by more than was expected in 2013, reflecting lower commodity prices and still-slack (although growing) economies

Andrew Miller

Andrew Miller: Impressive recent improvement in the UK economy

As expected, the UK’s Monetary Policy Committee (MPC) used its latest Inflation Report to revise its growth outlook higher, its inflation forecast lower, and increase the pace at which it expects the unemployment rate to fall

Andrew Miller

Andrew Miller: Diversification - many eggs need many baskets

The most dangerous phrase in investing is said to be "It's different this time"

Andrew Miller

Andrew Miller: Emerging economies still have the most to benefit

The strategic argument for exposure to emerging economies remains very much in place

President Obama

Andrew Miller: Snatching defeat from the jaws of victory in the US

As I write this, the US federal government is in a state of partial shutdown, which culminates a week of remarkable legislative strategic fumbling

Andrew Miller

Andrew Miller: Are we simply delaying the inevitable?

In the context of a $15 trillion US economy, you’d think that the Federal Reserve's decision not to reduce its monthly purchases of bonds by $10-15 billion might not be a big deal

Andrew Miller

Andrew Miller: Spillovers need not be destabilising

As we enter the final third of 2013, we continue to see the prospective tapering of quantitative easing (QE) by the Federal Reserve

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David Whetstone
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Graeme Whitfield
Business Editor
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Newcastle United Editor
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