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  • Storm warning – Investors must not believe the current benign times will persist indefinitely

    Storm warning – Investors must not believe the current benign times will persist indefinitely

    Ian Kelly

    16/09/2014

    As investors, we are in many respects living through some pretty gentle times – and those who would counter that view by pointing to the bleak news emanating from areas such as Gaza and Ukraine must at least concede that markets would have reacted a good deal more negatively to such events had this been a more volatile period in the mould of 2008, say, or even 2011.

  • Price war déjà vu? – look beyond market panic to see a little bit of history repeating

    Price war déjà vu? – look beyond market panic to see a little bit of history repeating

    Kevin Murphy

    15/09/2014

    Consider the following excerpts taken from the national broadsheets: “The discounters are moving in at one end of the market ... and some blue-chip suppliers are discounting their premium brands. The supermarkets' middle-ranking, own-label products are looking vulnerable.”