Market Views
Click on the links below to view our latest market views.Economic Review: Global Economic Recovery - Optimism Rules Ok?
Publish Date: 22/07/2009
The Economic Alphabet and highlights of the second quarter are brought out in another enjoyable article written by David Thomas our Senior Portfolio Manager published in the Thomas Miller Investment Quarterly Review for July 2009.
Economic Review: The Velocity of Money
Publish Date: 25/06/2009
David Thomas discusses the highlights of the first quarter as well as the outlook for the second quarter in his article published in the Thomas Miller Investment Quarterly Review April 2009.
International Economic & Financial Overview
Publish Date: 25/09/2008
Following the chain of events last week, Marc Hendriks offers an international overview into the economic outlook. Marc explores possible changes to the financial system, as the new roles of financial institutions will have to be established and the inevitable increase in regulation formulated. Furthermore, Marc discusses the economic consequences for the US economy, as the long awaited recession seems certain to arrive as a result of the deep dislocation in the financial system.
New Financial Order to Mould Economic Outlook and Investment Strategy
Publish Date: 31/07/2008
In the following article, Marc Hendriks examines the economic situation and its relation to investment strategy. As the credit crunch enters its second anniversary there are reasons to believe that the worst of the financial crisis is over. However, the trail of financial devastation left in its wake will result in significant changes in the financial system which will mould the economic growth profile of the industrialised economies over the next few years.
Banks Go Back To Basics
Publish Date: 29/04/2008
In the following article, TMI Chief Investment Officer Marc Hendriks discusses the effect of the sub prime crisis on the international banking system. Marc offers insight into the significant changes of the function of the financial system. As banks replace at least $500 billion of capital in losses, they must relearn their banking skills and ‘go back to basics.’
US Elections: Time To Recognise America's Vulnerabilities?
Publish Date: 29/02/2008
TMI Chief Investment Officer Marc Hendriks outlines some thoughts in respect to the US Elections.
Summary of Investment Committee Meeting January 2008
Publish Date: 29/01/2008
The following is a summary of the general outlook of economic conditions as discussed at the most recent January 2008 meeting of the TMI Investment Committee
The Year Ahead- 2007: A Sub-Prime Year! 2008: A Year of Opportunity
Publish Date: 18/12/2007
TMI Chief Investment Officer Marc Hendriks analyses 2007’s effect on the market and provides a forecast for 2008. The year was noted for being heavily influenced by the crisis in the US sub-prime asset backed market and the financial chaos it caused internationally. Looking forward, Hendriks analyses the varying global economic theories and outlook for world investment sector accordingly. This includes factors such as economic and profit margin growth, change in the market’s climate and overall trends that will influence the economic backdrop.
International Viewpoint: Sub Prime Debacle to Slow US Economy
Publish Date: 25/09/2007
Marc Hendriks discusses how the paralysis in the international money markets caused by the sub-prime mortgage debacle in the US has had an immediate effect on the US and international economies.
Can The US Record Another Decade of Uninterrupted Growth?
Publish Date: 17/07/2007
Marc Hendriks discusses economic growth within the global economy and the current factors surrounding this.
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