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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Priceless – Ten Years On, What Did We Learn From The Crisis

Ros Price, Investment Committee Member. To those of us who were working in financial markets then, it seems as if it were only yesterday that the financial crisis started to emerge in the summer of 2007 with the implosion of a couple of hedge funds which specialised in so-called sub-prime debt . Where did the […]

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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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Priceless – Be Careful What You Wish For…

Ros Price, Investment Committee Member. Following the Great Financial Crash of 2007/8 here in the UK, inflation first rose above the Bank of England’s 2% target as the economy struggled to come to grips with the calamity that had befallen it. Interest rates were slashed globally and unconventional monetary policies were introduced by central banks […]

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Q4 2016 Investment Review

It feels like for maybe half the developed world, 2016 was a year to forget. For the other half, it was a year where the people finally took back some control from the unelected elites. Wherever you sit in this divide, we thought we would start this update with a review of 2016 and what […]

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Priceless… on predictions and four letter words

Ros Price, Investment Committee member. It’s that time of year again – no, not just the annual spending jamboree that is the modern day Christmas Season – the time when investment professionals are asked to dust down their crystal balls and make predictions about where markets will be at the close of 2017. Occasionally some people […]

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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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Former 7IM Chief Investment Officer joins IPS Capital LLP

The Partners are delighted to announce that from October we will be joined by Ros Price, the former Chief Investment Officer (CIO) of Seven Investment Management (7IM). Ros will be part of the investment team and report to our CIO, Chris Brown. Her knowledge and experience will bring added depth to the team, enabling us […]

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Donald Trump and Russian Roulette

Chris Brown, CIO, 2nd September 2016 Our favourite way at looking at the US election is via poll of poll data compiled by people like Nate Silver at fivethirtyeight.com. At its recent highs, he estimated the probability of Hilary Clinton winning in November at 83% (see Chart 1 below). One way of looking at this […]

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