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Articles
Hearing secret harmonies - economic outlook from Cheviots' David MillerAt first glance, recent economic news seems to strike a series of discordant notes and as a result, markets have been trading in a volatile and directionless way May 2012 |
The Best of Times and the Worst of Times - Cheviot's David Miller provides an investment outlook for 2012Charles Dickens is in the news as we mark the 200th anniversary of his birth and investment markets seem to be following a rather Dickensian narrative at present. March 2012 |
Tracker troubleCheviot's David Miller explains why an active management approach is necessary to track indices October 2011 |
Venture Philanthropy – practical benevolenceDavid Miller takes a pre-Christmas opportunity to comment on developments in philanthropy and the way in which private equity skills are being put to work for charitable purposes. January 2011 |
The old year and a few more weeksJust as the flood of optimistic New Year forecasts started to subside, risk moved back up to the top of the agenda and what did well last year was hit by sustained selling. Market volatility increased by 50%, says David Miller of Cheviots. February 2010 |
A tale of two inflationsThe inflation/deflation debate is all about timing November 2009 |
In perspectiveDavid Miller considers reserves and volatility issues in capital preservation strategies February 2009 |
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