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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Priceless – Chinese Chequers

Ros Price, Investment Committee Member. It is over a year since President Xi became President for life at the People’s Congress and at this spring’s meeting his power base was if anything consolidated even further. But there were some points of interest regarding the direction of the economy which are easy to have missed in […]

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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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