Jeremy Corbyn, Political Risk, and the UK

Chris Brown, Chief Investment Officer What would happen if Jeremy Corbyn swept to victory in 2020 with a decisive Labour majority? Does April’s revival in UK equities mean markets are more optimistic about a Brexit deal? Here we look at UK political risk and how it might affect our clients’ investment portfolios. Tax rates and […]

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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 – China and its new assertiveness

Ros Price, Investment Committee Member. More than two thousand delegates meet, on a five yearly basis, in the Great Hall of the People in Beijing, in order to revise the constitution of the Communist Party of China as well as appoint the New Central Committee, Politburo  and incidentally to appoint or re-appoint the Party leader […]

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When Small is Beautiful

Chris Brown, CIO. As a smaller, partner-owned firm, we think we have a couple of key advantages over the bigger boys (and girls) which we particularly value today. First, we are able to own a wider variety of assets as we are not size constrained when evaluating investments. Second, if and when the investment climate […]

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Weak and Uncertain

Chris Brown, CIO. Here’s a brief note on the UK election and the implications for markets. We will leave the political analysis to those better placed than us to deliver it. Our only observation is that this is a pretty unprecedented outcome. Few if any of the current political elite were preparing for this result […]

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Beating inflation just got harder

Chris Brown, CIO, 4th November 2016 Events this week have shown us that we still don’t know what Brexit will eventually look like or even how long it will take to implement. Speculating on the impact (good or bad) of Brexit therefore looks to us like a fool’s errand. There are, however, two things we […]

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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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An update on Brexit risks and what we are doing about it

As the EU Referendum polling date nears, we thought we’d give a short update on markets and some changes we have made to our own positioning to address the risks involved. Firstly, we are glad to say that our core views have not changed from our original April Brexit review (Brexit – What we do […]

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