IPS Appoints Mercer

IPS Capital LLP has engaged Mercer, a leading global investment consulting firm, to support its investment research and portfolio construction process. Mercer’s global research and due diligence teams will support the IPS Investment Committee in the identification of leading edge / best in class investments across a broad spectrum of asset categories. Gary Dell, IPS […]

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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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Our outlook for the UK

Now December is here, thoughts naturally start to turn to the year ahead and – in the investment business at least – what opportunities it might bring. We will be doing our usual 2015 outlook piece later in December but for now we thought we’d share some thoughts on the outlook for UK equities and […]

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Other ways to make money

“A person often meets his destiny on the road he took to avoid it.” Jean de La Fontaine Thankfully, there were ways to make money in September away from traditional equities and bonds. Why thankfully? Well, UK equities fell -2.8% in the month and UK government bonds lost -0.6%. Investment grade and high yield bonds […]

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Scottish Independence Client Update

With the Scottish election vote due on Thursday, we thought we’d send a short note to our clients outlining the potential impact on portfolios and how we are positioning them for it. As always, if you’d like to discuss any of this in more detail please pick up the phone (or e-mail) and get in […]

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