Priceless – Tidings of Comfort & Joy

Ros Price, Investment Committee Member. It’s the time of year when – at least until MiFID ll rule changes allow starting next January – when fund managers have inboxes deluged with the outlook for next year. Most make quite turgid reading I am sorry to say and that’s not just the content, but the writing […]

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Priceless – Ten Years On, What Did We Learn From The Crisis

Ros Price, Investment Committee Member. To those of us who were working in financial markets then, it seems as if it were only yesterday that the financial crisis started to emerge in the summer of 2007 with the implosion of a couple of hedge funds which specialised in so-called sub-prime debt . Where did the […]

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Priceless – Be Careful What You Wish For…

Ros Price, Investment Committee Member. Following the Great Financial Crash of 2007/8 here in the UK, inflation first rose above the Bank of England’s 2% target as the economy struggled to come to grips with the calamity that had befallen it. Interest rates were slashed globally and unconventional monetary policies were introduced by central banks […]

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Hindsight Is A Wonderful Thing….

Sometimes it would be helpful in this business to have a Delorean style time machine. Occasionally, though, it would do no good at all. If we had been able to magic forward to lunchtime on June 24th and see the result of the referendum vote and the impact it had on markets we would have […]

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The Morning After

The polls were right. In the end, what they predicted to be a tight 50/50 decision went the way of the Leave campaign. Financial and betting markets had expected that when people came to put pen to paper a preference for the status quo and the health of the economy would mean Remain would carry […]

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France or California?

We are not, I’m afraid, talking summer holidays here. If we were, Mrs Brown and I would probably opt for the slightly calmer and cooler (in both ways) Californian beaches over those of the South of France. The problem we have though is that the stronger dollar (up over 15% in the last year against […]

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Infographic: Our key themes for 2015

A snapshot of our views for 2015 from Chris Brown (CIO) in an infographic format, which we hope you’ll find easily digestible. If you would like more detail then please let us know and we will be happy to supply it.  

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