by admin | Dec 10, 2019 | Quarterly Investor Reports |
Quarterly Investor Report 30 September 2019 Economy and Strategy BREXIT Another Brexit deadline looms. For three years we have watched from the sidelines and have been trying to work out what this means for our economy, our investors and ourselves. We may...
by admin | Jul 24, 2019 | Quarterly Investor Reports |
Quarterly Investor Report 30 June 2019 Economy and Strategy We are midway through 2019 and into another chapter of the UK’s Brexit saga. Currently, given the UK’s prime minister resignation and imminent departure, the Conservative Party is going through the process...
by admin | Jul 24, 2019 | Quarterly Investor Reports |
Quarterly Investor Report 31 March 2019 Economy and Strategy This quarter we delve into the real world of “realpolitik”. Brexit has, once again, thrown the decision making process of fund managers into sharp focus. What do you do when there is an imminent event, the...
by admin | Feb 25, 2019 | Quarterly Investor Reports |
Economy and Strategy 2018 is a year that many investors will be glad to see the back of. Wherever you were invested you, are likely to have lost funds. Market Return FTSE 100 -12.48% FTA All Share -12.95% S&P 500 -6.24% UK Property 7.45% UK 10 yr gilts...
by admin | Oct 26, 2018 | Quarterly Investor Reports |
Around 10 years ago, the Great Financial Crisis was thrust upon the globe and there have been many reviews of what has subsequently happened, with a focus mainly on bond and equity markets. This quarter, we would like to present our own brief take on the crisis, with...
by admin | Oct 25, 2018 | Quarterly Investor Reports |
While global economics is a cauldron of indecision and questionable political leadership, having to make investment decisions in this environment is hard. But that is what we are paid to do and if you can’t stand the heat …… UK 10 year gilt yields have steadily...
