Keeping up to date with Gavin Management Group.

Newsletter: Volume 14, Issue 4, October 2017

Worldwide Expansion Propels Markets to Record Highs – The synchronized expansion in global activity provided a steady backdrop for markets as several key indexes reached record highs during the third quarter of 2017. Economic data indicated continued expansion in both manufacturing and services, while consumer spending remained healthy – although, increasingly concentrated online. International stocks …

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Newsletter: Volume 14, Issue 3, July 2017

Trump/Reflation Trade Begins to Unwind – International equities delivered a solid quarter as growth in Europe and a resurgence of interest in Emerging Markets helped propel gains. European economies have been resilient in the face of disintegration risks, generating growth near 1.5% per annum and higher headline inflation. Meanwhile, Emerging Markets have benefitted from profit …

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Newsletter: Volume 14, Issue 2, April 2017

Solid Start to 2017 – Global equities delivered solid gains in the first quarter amid an upswing in global economic data and continued optimism for fiscal reform. US equities advanced to fresh all-time highs, supported by improving manufacturing activity and wages, the end of a corporate earnings recession (five-quarter slump) and finally President Trump’s plans …

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