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Investment Review - Quarter 2 2010

QIR takes a look at the impact of Q2’s market performance on our typical DB pension scheme, while reviewing a second quarter that proved as bad for investors in higher risk asset classes, as the first quarter was good.

We then focus on the key monetary policy question ‘to cut or not to cut?’ and the trans-Atlantic divide that has emerged on this issue, along with an analysis of  the  warning signals  that  begin  to be  given off by the  collapse in the US money multiplier.

Then, after a review of the key financial markets over Q2, our sights are set forward on the economic outlook.

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