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Looking to the future - long term investment themes

27th Sep 2019

As you know from our regular updates, we keep a close eye on the economic and political outlook and how...

Keep Your Head (When All Around Are Losing Theirs)

11th Sep 2019

It is easy to feel rattled with the continued political wrangling around Brexit in the UK, faltering trade talks between...

A Bumpy August

28th Aug 2019

Equity markets proved volatile in August, especially at the beginning of the month.  Whilst the S&P 500 reached new highs...

The Boris Factor

25th Jul 2019

The new Prime Minister has promised lower taxes, including cuts to income tax and stamp duty, and higher government spending,...

Market Update: Mixed Economic Data; Dividends Are the Sweet Spot

4th Jul 2019

Global equity markets have made headway in the first half of 2019, the MSCI World index has advanced 19.6% in...

Woodford Equity Income and the benefits of Active Management

7th Jun 2019

The benefits of our active management approach and the importance of having a well diversified portfolio with a number of...

Brexit Rumbles On

28th May 2019

Political factors continue to influence the UK stock market, with the latest developments being the resignation of Prime Minister Theresa...

Trump, Trade and Currency Effects

15th May 2019

Until last week it looked as if China and the US were steadily negotiating a trade deal. However, President Trump...

Stay Prepared

8th Apr 2019

Equity markets made gains in the first quarter of 2019, rebounding from a weak finish to 2018 as worries over...

Looking East: 2018 Review and 2019 Outlook for Asia Pacific

19th Dec 2018

After a turbulent year Asia Pacific and emerging markets equity funds responded positively to the more constructive tone taken by...

Latest news

Keep up with our latest news, views and market commentary

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Into the Second Half

The prompt action from governments and central banks to provide large scale fiscal and monetary support and the decline in...

Lack of demand driving economies and financial markets

The UK has entered another 3-week period of “lockdown” to control the spread of the coronavirus and the United States...

Diversification for difficult times

Global equity markets saw great turbulence in March due to the emergence of the coronavirus and the economic implications of...

A month to remember, but we must look to the future

Every so often financial markets experience panic selling and fall significantly in a short period of time. This was seen...

Choppy Conditions

Concerns over the spread of coronavirus and its potential impact on global growth dominated financial markets in February. Equity markets...

Looking East

We hold two carefully selected funds which invest in the Asia Pacific region in our model portfolios and also have...

A Mixed Start to 2020

In Sterling terms, US and Global equity markets have started 2020 in positive territory. Major European, Asia Pacific and Emerging...

A solid end to the year for equities

The political risks which influenced global equity markets for much of 2019 were dialled down in the fourth quarter, meaning...

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