The investment bright spots in a difficult summer

Berry Asset Management CIO Mark Robinson assesses the fortunes of a range of asset classes over the course of an eventful summer.

For most of this year equity and bond markets have made encouraging progress, fuelled by the continued presence of cheap and ample liquidity. However, the early summer correction, brought about by fears of QE tapering, caused virtually every mainstream asset class to be negatively impacted in some way by the possibility of an end to easy money.  Traditional safe haven assets such as fixed interest securities and gold have come under particular pressure, while emerging markets, which had benefited from significant flows of capital, have seen some major outflows. Thankfully, markets ...