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 […]
Chris Brown, Partner and Chief Investment Officer at IPS Capital, reviews our investment strategy and discusses his views for the future.
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 […]
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 […]
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 […]
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 […]
Sometimes it would be helpful in this business to have a Delorean style time machine. Occasionally, though, it would do no good at all. If we had been able to magic forward to lunchtime on June 24th and see the result of the referendum vote and the impact it had on markets we would have […]
IPS Capital’s Partner and Chief Investment Office, Chris Brown, reviews our investment strategy and discusses his views for the future.
The polls were right. In the end, what they predicted to be a tight 50/50 decision went the way of the Leave campaign. Financial and betting markets had expected that when people came to put pen to paper a preference for the status quo and the health of the economy would mean Remain would carry […]
As the EU Referendum polling date nears, we thought we’d give a short update on markets and some changes we have made to our own positioning to address the risks involved. Firstly, we are glad to say that our core views have not changed from our original April Brexit review (Brexit – What we do […]
