Quarterly Investor Reports

Quarterly Investor Report June 2020, Economy & Strategy

Quarterly Investor Report June 2020, Economy & Strategy

Quarterly Investor Report 30 June 2020 Economy and Strategy The economy is still in a state of paralysis following months of Covid-19 shutdown and the future remains uncertain.  Mainstream commentators have sought to predict the shape of the recovery; V, L, or U...

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Quarterly Investor Report March 2020, Economy & Strategy

Quarterly Investor Report March 2020, Economy & Strategy

Quarterly Investor Report 31 March 2020 We live in interesting times. Today’s pithy understatement. You have chosen to invest with Keills and in many ways it is at times like this people remember the odd spark of wisdom and sense. Hopefully we can give you that and...

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Quarterly Investor Report December 2019, Economy & Strategy

Quarterly Investor Report December 2019, Economy & Strategy

Quarterly Investor Report 31 December 2019 A New Decade We go to press mid-January 2020 with the 2010’s in the rear view mirror and the 2020’s moving into full view.  The last decade has been incredible in terms of investment.  Many of the long held benchmarks and...

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Quarterly Investor Report September 2019, Economy & Strategy

Quarterly Investor Report September 2019, Economy & Strategy

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...

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Quarterly Investors Report 30 June 2019, Economy & Strategy

Quarterly Investors Report 30 June 2019, Economy & Strategy

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...

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Quarterly Investor Report 31 March 2019, Economy & Strategy

Quarterly Investor Report 31 March 2019, Economy & Strategy

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...

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Quarterly Investor Report 30 June 2018, Economy & Strategy

Quarterly Investor Report 30 June 2018, Economy & Strategy

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...

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Quarterly Investor Report 31 March 2018, Economy & Strategy

Quarterly Investor Report 31 March 2018, Economy & Strategy

We want to go slightly off piste in this quarter’s QIR and ask, what lessons have we learnt regarding property investment over the years and how is this reflected in our current strategy?  We will also canter through the global economy in our usual manner. Economy and...

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