Equity Investing Differently?

The FT's Investment Editor James Mackintosh is a brilliant communicator, and here we are again fairly treated with a description of how Investors are behaving in the recent trade off between Bonds and Equity. And it is signalling volatility danger, or....opportunity! Check here:

Trade off Bond vs Equity Short View

The Greek Tragedy Unfolding

This last Wednesday we've witnessed the way that the rating agency Fitch looked at the 10-year  Bond yield for Greece, and the assessment makes for a nice reading . A bit of optimism is rightly overdue for the European Union. Nevertheless we must keep track of what is and will happening in the mean time as the impression is still strong on the side of caution, as FT's Alphaville documents here:


http://ftalphaville.ft.com/2013/05/15/1501742/upgrade-driven-rally-du-matin/

Nuno Edgar Fernandes