Brewin Views
Read our latest views, compiled by our Chief Strategist Mike Lenhoff, providing insight into the markets.
Please click here to see statistics relating to the research produced by Brewin Dolphin on a quarterly basis.
- 19-09-2008 - Welcome to Frantic - or Freaky - Friday
- 18-09-2008 - Market turmoil
- 15-09-2008 - A beginning of the end?
- 08-09-2008 - The bailout - will it sustain a rebound in equity markets?
- 03-09-2008 - Breakout or another damp squib?
- 14-08-2008 - Lower gilt yields should help high yielding UK equities
- 18-07-2008 - A catalyst that could boost equity markets
- 16-07-2008 - High yielders for value investors
- 09-07-2008 - Revising down my year-end FTSE 100 forecast
- 20-06-2008 - Banks put equities under more pressure
- 18-06-2008 - Some unfinished business
- 17-06-2008 - It may be talk the talk but is it walk the walk?
- 30-05-2008 - On the profit-taking in bond and equity markets
- 19-05-2008 - Equity markets stand their ground
- 25-04-2008 - Equity markets gain as flight to quality abates
- 18-04-2008 - Earnings surprises - what scope for shock?
- 17-03-2008 - 75 bps Tomorrow - and Maybe Even 100!
- 28-02-2008 - UK Equities Challenge Key Resistance!
- 19-02-2008 - Improving tone for the UK equity market!
- 18-02-2008 - Where to go for the FTSE 100 - 5000 or less or 6000 and beyond?
- 30-01-2008 - Building in Risk Premium - Enough is Enough!
- 21-01-2008 - Catching the Falling Knife!
- 16-01-2008 - Falling Knife or Buying Opportunity?
- 04-01-2008 - More Cuts in Interest Rates are on the Way!
- 19-12-2007 - Let’s Lighten Up - For a While at Least!
- 17-12-2007 - Better to Have Travelled than Arrived?
- 11-12-2007 - A Case for a Half Point off the Funds Rate!
- 30-11-2007 - More Value in Equities than Bonds!
- 29-11-2007 - Gearing Up for a Year End Rally in Equity Markets
- 26-11-2007 - Crash, Bang – Bargains Galore!
- 23-11-2007 - Bond Markets Scream for Interest Rate Cuts!
- 22-11-2007 - Equities are Seriously Oversold and Due a Rebound!
- 12-11-2007 - Time for Insurance – No Time for Big Bets!
- 29-10-2007 - Double or Quits!
- 26-10-2007 - Earnings May Disappoint but the Fed Won’t!
- 26-09-2007 - What Downside for Earnings, What Upside for Equity Markets?
- 19-09-2007 - Action Speaks Louder Than Words! So What Now?
- 18-09-2007 - Who Says Cash Is King?
- 12-09-2007 - Judgement Day - 50 bps off the Funds Rate!
- 07-08-2007 - Guess What's Overbought and Oversold?
- 03-08-2007 - Momentum, Excesses, Greed and Fear!
- 12-07-2007 - It's All About Earnings and Valuations but Mostly About Interest Rates!
- 29-06-2007 - Bond market vigilantes - they're back!
- 04-06-2007 - Bond Markets - Key Risk for Equity Markets!
- 31-05-2007 - Is the Risk Being Out of Equity Markets – Not in Them?
- 27-04-2007 - Triumph for Equity Markets
- 12-04-2007 - Tight Credit Spreads - Smart Money or an Accident Waiting to Happen?
- 29-03-2007 - A Change in Fed Policy in the Pipeline!
- 16-03-2007 - There's More to Volatility Than Angst!
- 06-03-2007 - It's Been Pay Back Time!
- 22-02-2007 - In the Grip of the Bear - an Asset Allocator's Graveyard!
- 15-02-2007 - Where's the 'Trend Stopper' for Equity Markets?
- 07-02-2007 - Equity Markets get more 'Welly'!
- 02-02-2007 - Mid-Cycle Slowdown - What Mid-Cycle Slowdown?
- 12-01-2007 - On the Back Foot or on the Wrong Foot
- 10-01-2007 - We're Not for Spoiling a Party but ...!
- 03-01-2007 - Mid Caps and Small Caps Steal the March!
- 20-12-2006 - Caution on Wall Street - Risks for 2007
- 14-12-2006 - Downbeat, Upbeat or Off Beat - the UK Equity Market in 2007!
- 12-12-2006 - On the Fed Funds Rate and the S&P 500 for 2007!
- 07-12-2006 - Betting on a Fifth Good Year
- 07-11-2006 - Equity Market on a Mission or X-Factor Driving Wall Street?
- 20-10-2006 - Soft Landing? What Soft Landing?
- 19-10-2006 - Market Tactics on Charts and Fundamentals
- 10-10-2006 - A Reversal of Fortune!
- 28-09-2006 - Why Equity Markets Are Ignoring the Bears!
- 15-09-2006 - A Classic High Yielder Awaiting a Re-rating!
- 08-09-2006 - Romancing Rosy Scenario!
- 01-09-2006 - Downside to Earnings Downgrades!
- 01-08-2006 - Bond Market Tells Fed Enough's Enough!
- 20-07-2006 - Dead Cat Bounce or the Real McCoy?
- 14-07-2006 - Calling a Spade a Spade!
- 30-06-2006 - Buying Opportunities Come and Go!
- 22-06-2006 - A Welcome Development for Equity Markets!
- 09-06-2006 - Judgement Day!
- 02-06-2006 - It Takes Two to Tango!
- 23-05-2006 - Technical Conditions Point to Stability in Equity Markets!
- 18-05-2006 - Time Out or Knock Out?
- 05-05-2006 - An Upward Sloping Yield Curve May Signal That All Is Well
- 02-05-2006 - Why the FTSE 250 Has Outperformed the FTSE 100
- 21-04-2006 - And Now For Some Rational Exuberance
- 12-04-2006 - Is There More Money Than Sense Or Is There Just The Force?
- 05-04-2006 - Testy Bond Markets Can't Faze Equity Markets
- 04-04-2006 - Economic Review First Quarter 2006
- 30-03-2006 - The Trend is Your Friend - Except at the End
- 28-02-2006 - Cyclicals Burn Out, Financials Heat Up!
- 22-02-2006 - UK Corporate Activity - Fast and Furious (Part II)
- 14-02-2006 - UK Corporate Activity - Fast and Furious!
- 09-02-2006 - Not Journey's End!
- 02-02-2006 - Mining's Positive Price Momentum Points to Positive Earnings News Flow all Round!
- 26-01-2006 - If You're a Bear, Better Be a Fully Invested Bear!
- 11-01-2006 - Wall Street - Climbing the Wall of worry!
- 09-01-2006 - Economic and Market Review - Fourth Quarter 2005
- 04-01-2006 - Swings, Roundabouts and Yield Spreads
- 05-12-2005 - Gold - It's Going Up Because ... It's Going Up!
- 22-11-2005 - US Bond and Equity Markets Sense the End Game!
- 18-11-2005 - 2006 - More Positive News Flow for Equity Markets!
- 14-11-2005 - October's Sell-Off: So Why the Fuss?
- 31-10-2005 - If It Looks and Quacks Like a Duck, It Must Be...a Buying Opportunity!
- 18-10-2005 - Equity Markets Are Oversold and Due a Rebound!
- 12-10-2005 - Market Strategy
- 11-10-2005 - Economic and Market Review Q3 2005
- 30-09-2005 - Okay Fundamentals, Okay Technicals!
- 28-09-2005 - A Dream Ticket for the FTSE 100!
- 09-09-2005 - Where's the Knockout Punch for Equity Markets?
- 10-08-2005 - There is a Pain Threshold Out There ... Isn't There?
- 04-08-2005 - Earnings Momentum Fuels Global Equity Markets!
- 28-07-2005 - Fading Leadership in Strenghtening Equity Markets
- 21-07-2005 - Wall Street Has Some Catching Up To Do
- 06-07-2005 - Strategically Positive But Tactically Cautious on UK Equities
- 28-06-2005 - Equity Markets Take A Short Pause For Breath!
- 22-06-2005 - Equity Markets Press Onwards and Upwards!
- 21-06-2005 - Equity Market Indices - There's More To What You See!
- 17-06-2005 - Market Tactics - Equity Markets Test Trading Range Tops!
- 18-05-2005 - Earning Yields Are Higher Than They Should Be!
- 12-05-2005 - Too Downbeat and Dreay for UK Equities!
- 25-04-2005 - Soft Patch...What Soft Patch ?
- 05-04-2005 - US Earnings Lose Momentum But Still Surprise on the Upside!
- 15-03-2005 - Sizing Up The Size Effect - What To Expect When Base Rates Rise Again!
- 03-03-2005 - Volte-Face on Base Rates - What Risk For UK Equities?
- 16-02-2005 - UK Equities - Overbought But Not Overextended!
- 09-02-2005 - Bond Markets Are Hearing But Are They Listening?
- 01-02-2005 - Earnings and Valuations Support Wall Street!
- 19-01-2005 - Small Caps & Mid Caps Outperform Large Caps!
- 10-01-2005 - UK Equities - New Sector Leadership or One Month Wonder?
- 23-12-2004 - UK Equities - Looking Back, Looking Forward!
- 02-12-2004 - UK Equities - Coping Well With A Weaker Dollar!
- 25-11-2004 - US Equities - Higher Ground and Then Sideways Again!
- 10-11-2004 - Forget The Soft Patch, Forget The Measured Pace!
- 04-11-2004 - America's Record Trade Deficit - Don't Worry Be Happy!
- 03-11-2004 - S&P500 To Lead Equity Markets Up but On A Weaker Dollar!
- 18-10-2004 - Predicting Nine of the Last Five Recessions!
- 11-10-2004 - UK Volumes Pick Up but the Focus Shifts to Wall Street!
- 30-09-2004 - Heading For The Finish - UK Equities Are Out In Front!
- 17-09-2004 - Follow The Lead! But Which Lead? There Is More Than One!
- 24-08-2004 - 'If'...and I Don't Mean That 1968 British Film!
- 19-08-2004 - Deadly Dull & Boring - So What's Next?
- 28-07-2004 - Repositioning UK Pension Fund Portfolios - Where to next ?
- 15-07-2004 - Momentum - It's Good, It's Bad, It Comes & It Goes !!
- 07-07-2004 - Sometimes a Stock Market, Always a Market of Moving Stocks!
- 21-06-2004 - Fed Funds – Picking the Cycle High!
- 09-06-2004 - Equities Regain Thier Wind, Cyclicals Regain Momentum !
- 26-05-2004 - Higher Oil Prices - Who is worried?
- 13-05-2004 - The Good (Earnings & Valuations), The Bad (Interest Rates) and The Ugly (Oil Prices) !
- 07-05-2004 - Defensives - Another Stage In The Leadership Cycle !
- 19-04-2004 - Overcoming a Problem For The US Equity Market!
- 25-03-2004 - Japan - What's Special About The Equity Market ?
- 23-03-2004 - US Corporate Earnings Head For New Record High !
- 18-03-2004 - Do You Feel Lucky ? Then Back The Chancellor
- 17-03-2004 - A Dip and A Rebound - Equities Resume their Upward Trend
- 18-02-2004 - UK Blue Chips - Laggards With Some Catching To Do !
- 05-02-2004 - Early Momentum - Is The Game Up?
- 21-01-2004 - Cyclicals, TMT and the Mid Caps - Where the Actions At!
- 16-01-2004 - 'Follow the leaders'....or Rather the second Liners !
- 15-01-2004 - Talking up the Bond Market !
- 08-01-2004 - Wall Street - A Little Rich and a Little Overbought !
- 11-12-2003 - Building on the Recovery: The Outlook for 2004 !
- 04-12-2003 - A Turn-of-the Year Raly That Started in March!
- 21-11-2003 - Equity Markets in search of leadership !
- 19-11-2003 - New Cycle - More Positive News for the Equity Market!
- 12-11-2003 - New Cycle - New Spin for Fed Policy
- 27-10-2003 - There is Virtue (and Value) in Being Large and Defensive!
- 18-09-2003 - From Small Caps and Mid Caps to Big Caps
- 04-09-2003 - Earnings Upgrades for Dollar Earners - Fuel for FTSE 100
- 27-08-2003 - Buying on the Dips!
- 06-08-2003 - Where's the Smart Money Going?
- 05-08-2003 - Back in Business - Thanks to the 2 R's
- 29-07-2003 - Cashing in the Chips
- 25-07-2003 - US Earnings - Better than Expected for Q2
- 15-07-2003 - No Tears!
- 10-07-2003 - A Winning Strategy for a Losing Hand
- 03-07-2003 - The Pause that Refreshes - For Equities or Bonds
- 23-06-2003 - Earnings Estimates - Guess Where the Axe has Fallen
- 20-06-2003 - A Cut in Hand is Worth Two for Bush
- 18-06-2003 - Parting Isn't Always Such Sweet Sorrow
- 02-06-2003 - Breaking the Cycle of Lower Lows and Lower Recovery Highs
- 28-05-2003 - US Earnings Estimates - A Bigger Bang for the Buck
- 22-05-2003 - US Core Inflation - The Plunge that has the Fed Worried
- 16-05-2003 - Deflation: A Not So Clear And Present Danger
- 13-05-2003 - Cyclicals Help Mid Caps (and Small Caps) Outperform