Even after the latest act of the Greek tragedy, equity markets are still showing solid gains for the year. Global equities (measured by the MSCI World total return index) are up +4% in sterling terms as we write. The UK, having lagged in 2014 is today +5.6%. 2015 is now turning into the fourth year […]
To have worked through the ‘70s you would have to be, say, 20 when the decade began. That would make you 65 today. Finance is notorious for the attrition rate on its employees and this means that there is, to a first approximation, very few working today who really remembers the 70s (myself included – […]
Chris Brown, CIO, considers and challenges commonly held opinions about active currency management.
We are very proud to announce that we have been shortlisted for two awards at the Citywealth Magic Circle Awards 2015 – “Private Client Asset Manager of the Year – Boutique” and “Entrepreneurial individual of the Year”. If you would like to vote for us please visit the Citywealth website by clicking here and then […]
We are not, I’m afraid, talking summer holidays here. If we were, Mrs Brown and I would probably opt for the slightly calmer and cooler (in both ways) Californian beaches over those of the South of France. The problem we have though is that the stronger dollar (up over 15% in the last year against […]
A snapshot of our views for 2015 from Chris Brown (CIO) in an infographic format, which we hope you’ll find easily digestible. If you would like more detail then please let us know and we will be happy to supply it.
Now December is here, thoughts naturally start to turn to the year ahead and – in the investment business at least – what opportunities it might bring. We will be doing our usual 2015 outlook piece later in December but for now we thought we’d share some thoughts on the outlook for UK equities and […]
“A person often meets his destiny on the road he took to avoid it.” Jean de La Fontaine Thankfully, there were ways to make money in September away from traditional equities and bonds. Why thankfully? Well, UK equities fell -2.8% in the month and UK government bonds lost -0.6%. Investment grade and high yield bonds […]
With the Scottish election vote due on Thursday, we thought we’d send a short note to our clients outlining the potential impact on portfolios and how we are positioning them for it. As always, if you’d like to discuss any of this in more detail please pick up the phone (or e-mail) and get in […]
You may not have to worry too much about the collapse of the union, the rest of the UK tilting to the right and Britain leaving Europe just yet.
