Landmark’s Blog
Investment Forecast 2010
Published on 1st February, 2010 at 12:05 by Eric Mowinski B.Sc.
2010 will be a critical year for investors and Landmark’s 2010 Investment Forecast provides our outlook on the main asset classes.
We believe 2010 will be a critical year for investors. To simplify matters, there is a choice. Do we believe the fiscal stimulus experiment has worked and we are moving into a period of long term recovery with current asset prices at fair value or do we believe the fiscal stimulus has provided a short term answer and we have to face up to the fundamental economic issues which face us which will in turn revalue asset prices downwards.
Economic analysis
Published on 8th December, 2009 at 12:13 by Eric Mowinski, B.Sc.
I have been advising clients for some time that the period from 2010-2012 will be one of fundamental change for investors.
I have been advising clients for some time that the period from 2010 to 2012 will be one of fundamental change for investors as we come to terms with the new world order. In this briefing note I would like to outline our interpretation of the current economic position and how this may play out during 2010.
Starting to think ahead to 2010
Published on 26th November, 2009 at 10:28 by Eric Mowinski B.Sc.
Thoughts on re-positioning your portfolio for the year ahead
What a year 2009 has been in terms of investment markets, the economy and politics. A prediction of the events that were to unfold would have been thought unbelievable.
Stock Markets Surge
Published on 26th October, 2009 at 11:47 by Eric Mowinski.
Is the the recent rise in stock markets sustainable
I have been warning of the dangers ahead for the economy and global equity markets. As I write this markets are soaring from their lows in March of this year. In fact the main US and UK indexes have increased by over 50%. Companies are reporting reasonable earnings and everything seems to be on the up.
New entrants at the G20
Published on 5th October, 2009 at 12:55 by Eric Mowinski B.SC.
The recent G20 brought a commitment for new entrants to come to the table. This may be the start of the shift of power.
The recent G20 summit included speeches from the leaders of the traditional economic powers. Their words indicated that as the global economy moves forward, there are new participants which should be invited to sit at the table.
Banking Crisis Take 2
Published on 15th September, 2009 at 11:36 by Eric Mowinski B.Sc.
It is likely that we will see phase 2 of the banking crisis in 2010.
One or two readers have commented on the rather pessimistic view I have taking in recent issues. I wish I could be a little more optimistic especially as markets have risen significantly since their lows of March 2009 and politicians and the press are talking about the early signs of recovery.