Market Update

Chris Brown, CIO, 26th March 2020 Here’s another short update on the Corona virus and its impact on markets and your portfolios. We highlight three major themes we have seen in the last few days but, as ever, if you want to discuss any of this in more detail, please do get in touch. The […]

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Market Update

Chris Brown, CIO, 19th March 2020 Here is another market update. For a change, I thought I would do it as a Q&A with the sort of (tougher!) client questions I would expect to receive over the next few weeks. As ever, if you have any questions that are not covered below please get in […]

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Market Update

Chris Brown, CIO, 10th March 2020 Here is an update on the impact of Covid-19 on the markets and our portfolios. The one piece of good news is the containment measures taken by early victims of the crisis (including Singapore and China) look to be working. As an example, China reported 40 new Covid-19 cases yesterday […]

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February Market Update

Chris Brown, CIO, 28th February 2020 Here is a quick end of month market update. As you may know, this week equity markets have fallen sharply on fears of the negative impact of the Corona Virus on the global economy. To put this in perspective, as we write the UK FTSE All-Share index is -13.7% […]

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What Returns Should You Reasonably Expect?

What returns should you reasonably expect from your investment portfolio in the future? This is a question we are often asked not least because we are 10 years into an economic expansion and we have just come off a strong year for equity markets. Does this mean this year’s returns will be lower? What about […]

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Q3 2019 Overview

Below is a well-known (in investment circles at least) graph of the investor’s emotional journey over time. We are showing it in this quarter partly as a check so we can pause to see where we are on this cycle today and partly to gently remind our clients of the inevitable ups and downs of […]

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On Mediaeval Doctors and Boris Johnson

Chris Brown, CIO The old-fashioned mediaeval doctor would arrive at the hour of need, give his diagnosis and propose a cure (which, in the popular imagination at least, would always involve leaches). It is a well-known medical property that if a patient thinks he is getting cured this will often trigger a recovery even if […]

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Q2 2019 Overview

To repeat Warren Buffet’s famous phrase, it is only when the tide goes out you see who has been swimming naked. One of the more interesting developments of the last few months is that a couple of high-profile investors have been caught without trunks on, even in what has been a very benign, rising tide […]

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