Ian Scott may refer to: (wikipedia)
We would accept that the case for overweighting continental Europe is by no means as strong in local currency terms, as we believe interest rates are unlikely to be as helpful for a continental European overweight as they have been in the past.
We continue to maintain a bullish stance towards European stocks for 2006. The combination of still low valuations and the prospects that earnings will continue to grow suggests a continued positive stance.
He always believed he could do anything. I think he can do whatever he wants.
It is the media area where the differential performance has been greatest and where we feel the valuation gaps across the Atlantic now look most extreme,
Oil prices should be supported by renewed imports into China, while multiples remain low in the sector.
Oil prices should be supported by renewed imports into China. The banks, however, should see some moderation in their very strong earnings momentum.
The weakness of the dollar is having some impact on the market. The weakest sector is the auto sector -- that is an area of the market that has displayed a high degree of sensitivity to currency movements.
We're still seeing some rotation into more cyclical stocks ... such as consumer products makers, and industrials, ... We quite like oil stocks as well.
As rates rise globally, we are approaching the point at which equity investors will eventually 'tip' and start viewing lower bond prices as a negative for stocks rather than the other way around.
I'm not surprised by anything that's happened. I just had to work hard and wait for an opportunity to prove to people what I could do.