Quarterly Investor Reports

Quarterly Investor Report 30 September 2015

Quarterly Investor Report Economy & Strategy Keills Property Trust | 30 September 2015 Great Muddle Through Throughout our investment careers, we have always made our best investment decisions when we have a clear view on where inflation is headed.  Get that right...

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Quarterly Investor Report 30 June 2015

Quarterly Investor Report Economy & Strategy Keills Property Trust | 30 June 2015 Why does inflation matter? Over the last quarter we have seen inflation (the increase in the price level of goods and services) drop to an historic low of -0.1% in May, followed by a...

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Quarterly Investor Report 31 March 2015

Quarterly Investor Report Economy & Strategy Keills Property Trust | 31 March 2015 Writing this today I fear I may be off on a ramble, please bear with me. Investment management is an art as well as a science and as a scientist, it has taken me many years to...

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Quarterly Investor Report 31 December 2014

Quarterly Investor Report Economy & Strategy Keills Property Trust | 31 December 2014  It is fair to say that markets in 2014 did not behave as expected.  The principal asset class which refused to comply with the stated wisdom was fixed income, in particular...

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Quarterly Investor Report 30 September 2014

Quarterly Investor Report Economy & Strategy Keills Property Trust | 30 September 2015 From our office in Glasgow, the third quarter of 2014 was dominated, in the UK at least, by the Scottish Referendum.  The result is now known, giving a degree of certainty. ...

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Quarterly Investor Report 30 June 2014

Quarterly Investor Report Economy & Strategy Keills Property Trust | 30 June 2014 Booming stock markets.  Falling bond yields.  Rising house prices.  Negative interest rates in Europe.  A possible interest rate rise in the UK and USA.  Business confidence at the...

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