Keeping up to date with Gavin Management Group.

Newsletter: Volume 11, Issue 2, April 2014

Stocks generated solid gains in the first quarter.  Investors cheered favourable earnings in the United States and shrugged off mixed economic data due to extreme weather.  Global markets returned 1.25% in local currency terms as measured by the MSCI All-Cap World Index.  Developed Markets more than offset losses from Emerging Markets, which struggled due to …

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Newsletter: Volume 11, Issue 1, January 2014

Central Banks Help Global Equities Return 26% In 2013 – The slower than expected tapering by the U.S. Federal Reserve of just $10 billion per month accompanied by dovish forward guidance sparked a year-end rally for global equities as the MSCI AC World Index returned 8% in Q4/13. A modestly recovering global economy and an …

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