Quarterly Investor Reports

2017 will go down as one of the least anticipated years for investors globally.  Despite the heady levels markets reached at the end of 2016, there was much more to come with many markets delivering returns in excess of 20%.  In fact, the UK was a laggard, with a...

Quarterly Investor Report 30 September 2017 We have pleasure in providing our latest quarterly report where we explore the challenges facing the economy and the property market as the global political landscape changes.  In addition, we report the performance of...

Economics and strategy Time to catch our breath! As our last report was being issued, the Prime Minister Mrs May, had just announced that she was to hold a snap election.  There is nothing truer than the saying that a week is a short time in politics, as the current...

Quarterly Investor Report 31 March 2017 We have pleasure in providing our latest quarterly report where we explore the challenges facing the economy and the property market as the global political landscape changes.  In addition, we report the performance of Keills...

Quarterly Investor Report 31 December 2016 We have pleasure in providing our latest quarterly report where we explore the challenges facing the economy and the property market as the global political landscape changes. Economy & Outlook There is no doubt that 2017...

Quarterly Investor Report 30 September 2016 Economy & Outlook Markets over the last few years have been becalmed, particularly of late, with the volatility of daily returns stagnating.  Post the 23rd June EU referendum vote, when the UK voted for Brexit, it was...

Quarterly Investor Report Economy & Strategy Keills Property Trust | 30 June 2016 Quarterly Investor Report 30 June 2016 Economy & Strategy We were wrong in believing that the EU Referendum result would be Remain.  Mark Carney, the Governor of the Bank of...

Quarterly Investor Report Economy & Strategy Keills Property Trust | 31 March 2016 Quarterly Investor Report 31 March 2016 Economy & Strategy The market gyrations for anyone invested in equities or bonds have been stomach churning in the first quarter of...

Quarterly Investor Report Economy & Strategy Keills Property Trust | 31 December 2015 Another year passes and still the bells of the Global Financial Crisis (GFC), which began in 2007/2008, ring true.  Debt levels increased further in 2015 for Governments,...

Quarterly Investor Report Economy & Strategy Keills Property Trust | 30 September 2015 Great Muddle Through Throughout our investment careers, we have always made our best investment decisions when we have a clear view on where inflation is headed.  Get that right...