Andrew Miller

Andrew Miller

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Past may not be true indicator

WE assume that global economic growth will continue and that the globally diversified corporate sector will benefit.

No cause for complacency but we can still hold out hope of seeing some advances

IT has been an extremely tough couple of weeks for equity markets and investors.

Davis can offer growth opportunities

Davis Service Group – We are reiterating our buy recommendation on Davis Service Group and retaining our DCF-derived fair-value estimate of 458p.

A look at Government bonds

GOVERNMENT bonds proved a popular safe haven in 2008-09 as investors, frightened by market traumas, plumped for the security government debt seemed to give - despite low, or even negative, real yields that were on offer for this asset class.

The days of the $2 pound now a fond memory

FOR most of the past year, America effectively put itself on half-price sale.

Some areas worth a look

RECENT turmoil in the financials sector has left many investors understandably wary of banking shares, although we would argue that these are now keenly priced.

Infrastructure predicted to boom in years ahead

SOMETIMES it pays to ignore short-term volatility and focus on the long term.

The opportunities are there for investors who savour risk

RECENT news from the financial markets has spooked investors. The rescue of the US investment bank, Bear Stearns, has been followed by further market volatility and sharp dips in share prices, most notably in the financials sector.

Budget airline an option

WHO’D run an airline? It has been a tough decade for the global aviation industry.


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