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Investment Overview - December 2014

On the surface, November was a calmer month for markets; but commodities were weak and the oil price in particular fell sharply in response to weakening demand outside the US and inability to constrain supply.


Investment Overview - January 2015

2014 was a year of change and volatility, not to mention surprise. The world moved from unexpected developed market recessions in the first quarter to a state of strong recovery in the US and foundering growth elsewhere.


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Updated 27 Jan 2015

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