With the global equity markets recently drifting higher and seasonal low volumes : we had expected these conditions to be set to continue to at least the start of September: Historically, a time when asset managers reallocate funds to new investment ideas.  Yesterday’s alleged downing of the commercial Malaysian Airliner end those conditions abruptly, with disorderly falls in risk markets: namely, the DAX falling 140 points in a little over 20 minutes.  In addition, as international newspapers this morning digest the various suspects and implications, investments ideas are centred around safe haven assets, chiefly Gold.  Going forward it a little more difficult to ascertain: certainly investors sentiment will have trepidation attached to it and the historically recent low we saw in the VIX are unlikely to be reached again this summer with the current events

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