Market Commentary July 2013

Please find this month’s Market Commentary newsletter which contains our view on the stock market based upon fundamental and technical analysis along with some recommended investments for the current market.

Since our last market commentary, in which we remained overweight on equities, the FTSE 100 has risen 357 points (5.7%).

In this issue, we look at why we have moved to an equalweight stance on equities, what effect share buybacks have on equity returns, why emerging markets are now a contrarian play and which investments we find good value at this moment in time.

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