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.
- 08-03-2010 - New relative highs for mid caps – a bullish sign
- 24-02-2010 - Equity markets stage an impressive comeback – but what next?
- 15-02-2010 - A rebound in equity markets – but it could soon exhaust itself
- 22-01-2010 - Reaction time for equity markets
- 20-01-2010 - Mid caps regain momentum in equity markets – a bullish sign?
- 21-12-2009 - A look into 2010 and our year-end FTSE 100 forecast
- 26-11-2009 - Red rag to a bull or momemtum's siren call?
- 04-11-2009 - Loss of momentum in equity markets – where next?
- 29-10-2009 - Time for a break!
- 27-10-2009 - What lead from a loss of sector leadership?
- 22-10-2009 - Better to travel than arrive
- 12-10-2009 - The message behind the dollar, equity markets and earnings
- 11-09-2009 - A green light spells one-way traffic for equities
- 10-09-2009 - Gold – a hedge on what you can and cannot think of!
- 08-09-2009 - Equities are being driven by the sweet spot of good news flow.
- 20-08-2009 - If you’re going to worry, worry about deflation, not inflation
- 13-08-2009 - A powerful message for equity markets
- 07-08-2009 - Balance sheets drove growth - now growth might drive balance sheets
- 03-08-2009 - Equities look overbought but the trend is still your friend
- 28-07-2009 - Sentiment turns for equities - more spin or more re-rating?
- 22-07-2009 - A higher trading range for the FTSE 100
- 14-07-2009 - Corporate debt and equity markets part company – for now.
- 10-07-2009 - Recoveries deliver more earnings growth than expected.
- 17-06-2009 - A consensus on the turn in Asia Pacific
- 29-05-2009 - Bond Market Update
- 11-05-2009 - Another heads up on the market
- 08-05-2009 - A heads up on the market
- 30-04-2009 - Re-pricing risk means risk assets outperform
- 16-04-2009 - Re-pricing risk - for a sustainable recovery?
- 24-03-2009 - Mr Geithner’s judge and jury
- 20-03-2009 - QE and CE and what they could mean for equities
- 13-03-2009 - Equity market leadership shifts away from defensives
- 26-01-2009 - Bank of England’s authorized asset purchase facility
- 19-12-2008 - FTSE 100 - a case for a rebound in 2009
- 16-12-2008 - Anomaly in the corporate bond market
- 26-11-2008 - Buyers' market - but no buyers
- 05-11-2008 - New lead, new hope
- 30-10-2008 - Coordinated cuts
- 27-10-2008 - Bad news is in the equity markets but have your gilts anyway
- 13-10-2008 - Here’s to placating the markets
- 10-10-2008 - And now the recession - that equity markets are discounting
- 09-10-2008 - Brewin Dolphin says rate cut will 'stem bleeding
- 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!