Monthly Monitor

Read the Monthly Monitors
October 2019 The Changes Currently Ongoing In Equity Markets
September 2019 Dividend Yield to Bond Yield Extremes - An Opportunity for Equities
August 2019 Sometimes it's Time to Say Goodbye
July 2019 The Yield Conundrum
June 2019 Trump, tariffs, the economy and markets?
May 2019 The Cycle: Endgame – are we there yet?
April 2019 Are we in the Twilight Zone?
March 2019 The Biggest Risk to Markets May Not Be What You Think.
February 2019 Small Caps Equities – Appian Well Positioned for Growth
February 2019 Are we in the Twilight Zone?
January 2019 Darkest Before the Dawn?
December 2018 The Trade War and its impact on Markets
November 2018 UBS: Survival of the Most Adaptable
October 2018 Appian on the Ground in Germany
September 2018 It’s a Wonderful Life!
August 2018 Are Financial Markets a case for Mulder and Scully?
July 2018 Appian Value Fund: Preserving Capital Amid Market Stress
May 2018 The Return of the Celtic Tiger?
April 2018 Volatility has Returned to Financial Markets
March 2018 Bonds – Past the Inflection Point
February 2018 Active Management: There is a Right Way.
January 2018 2017 – Focussed on the Fundamentals
December 2017 Star Wars: The Retail Battle
November 2017 ASCOF – Doubled in First Five Years
October 2017 Star Quality
September 2017
August 2017 Currency Swings and Roundabouts
July 2017 Jonah Lomu or Sir Edmund Hillary???
June 2017 Now is the Time to Buy Europe and Bitcoin!
May 2017 Europe – A View From Inside.
April 2017 Europe – A Surprise Package?
March 2017 “It’s Too Risky to Invest”
February 2017 Has Trump Made Equity Markets Great Again?
January 2017 An “Event-Full” year.
December 2016 Bond Bear
November 2016 A focus on quality and valuation differentiates Appian Funds
October 2016 It’s the politics stupid
September 2016 Bankers throwing the kitchen sink at it!
August 2016 Superior Free Cash Flow Yields Produce Superior Risk Adjusted Returns
July 2016 How we stand today
June 2016 Brexit – What Now?
May 2016 Looking Forward
April 2016 Irish Commercial Property: Health Check
March 2016 Smaller Companies and their Sterling Exposure
February 2016 Covering the Blind Side!
January 2016 2015 – A Very Good Result!
December 2015 Seeing the Wood from the Trees!
October 2015 ASCOF 80% in successful first three years
September 2015 Summer Storms
July 2015 At the Helm
June 2015 Volatility – these are best of times, these are the worst of times.
May 2015 Spring
April 2015 Currency Notes
March 2015 So far, so good, so Appian.
February 2015 Euromillions!
January 2015 Another Solid Year from Appian
December 2014 Smaller Company M&A – Buyers not just Targets
November 2014 Banking on a recovery
October 2014 A Global Perspective
September 2014 Low inflation is a good thing - right?