Market Update – July 2020

Q2 Overview One of the sharpest falls in equity market history has been followed by one of the quickest recoveries. The US technology focused Nasdaq market is even up for the calendar year. This means the market thinks prospects for these companies are now better than they were six months ago. Meanwhile, in the real […]

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Market Update

Chris Brown, CIO, 20th May 2020 Our previous updates this year have, inevitably, been focused on the virus and its impact on the global economy and markets. This time, though, we thought we would write about what we see happening closer to home in the UK. Though our portfolios remain international and diversified in nature […]

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Strategy Update

Chris Brown, CIO, 22nd April 2020 The current fight against the corona virus does indeed feel most like a war to us. The lesson of history is that wars always start with the participants expecting a quick victory, low casualties and everyone home by Christmas. In reality, the length of the campaign and the cost […]

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Q1 2020 Market Commentary

Q1 Overview: How Permanent Is The Damage? One analogy we sometimes use for investing is that it is like taking a dog for a walk across Hyde Park. You walk on a steady (but not necessarily straight) path in your intended direction. The dog, however, often has different ideas. Sometimes a long way ahead, sometimes […]

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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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