News

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25 April, 2017
On Friday GDP data for the US in Q1 will be released. We expect this to show a “passing of the baton”, as US growth moderates (to around 1% annualised) but Europe and Emerging Markets ... more
AMERICA2
19 April, 2017
After battles with the courts and with Senate, it’s started to look like President Trump will struggle to generate any real change domestically. Last week suggests that the US President might switch his attention to ... more
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13 April, 2017
Having a financial plan is the most important step you can take towards achieving a financially independent future for yourself and your loved ones. While this may seem very obvious, we are constantly amazed at ... more
AMERICA1
11 April, 2017
In a President Trump world, equity markets apparently don’t do big moves; realised volatility on the S&P 500 has come in below 7% since the 8th November election. Therefore, despite equities sitting only 1.7% below ... more
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4 April, 2017
MIND THE GAP We’ve been talking for a while about a growing divergence between impressive “soft” economic data (surveys estimating sentiment) and more sluggish “hard” releases quantifying activity, particularly in the US. As examples, NIFB ... more
Manila10s Champions 2017
28 March, 2017
On Sunday 26th March 2017, in the late afternoon, the Austen Morris Associates Barbarians were crowned the 2017 Manila10s CUP CHAMPIONS with their 24-0 win in the final against the B2Gold Larriniks. “The best social ... more
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28 March, 2017
WALK IT OFF? Three weeks ago, we suggested the global economy was entering a significant new phase in which aggregate monetary policy would start to tighten. We saw this as a consequence of an impressive, ... more
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21 March, 2017
LIVING UP TO EXPECTATIONS: Many have feared the start of a proper US hiking cycle – suggesting it would prompt a huge USD appreciation and aggressive outflows from risk assets. 

For now, a strong global ... more
AMA - Value Investiing 2 940X470
16 March, 2017
According to Forbes, Warren Buffett made the biggest gain in wealth during 2016, a staggering $12 billion increase to reach over $74 billion. Buffett is the second wealthiest person in the world, behind his good ... more
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13 March, 2017
A CHANGE IN THE WIND… Over the past 6 months, equity markets have benefited from the tailwinds of a strong rebound in the global economy and continued monetary stimulus. This week’s events confirm that the ... more
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6 March, 2017
LESS IS MORE Investors’ response to Donald Trump’s surprisingly conventional presidential address to Congress on Tuesday, which lacked any real detail but importantly scaled back his usual hyperbole and combative tone, suggests this may be ... more
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3 March, 2017
On Wednesday 1st March, Austen Morris Associates Senior Partner Mr. Jon Holand and Senior Consultant Mr. Daryl Viojan hosted a private client dinner in association with our long-term partner, Hansard at ‘Light & Salt Rockbund’ in Shanghai. ... more