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Winter Issue Forty One
JM Finn Quaterly Periodical

The news that our economy took a near 6% hit in March, resulting in a contraction of 2% in Gross Domestic Product for the first quarter of the year, was sufficient to bring the recent run of rises in…

The stock market is a discounting mechanism and following the sharp moves in February and March, investors used April to take a step-back and ask whether ‘enough’ discounting had been done.

In these strange times there are many people sitting at home unable to work, care for their loved ones or even keeping themselves busy.

The problem with the current situation is that it is hard to know when it will all end.

COVID-19 appeared from nowhere and took us by surprise at the start of March.

Reminiscences of a Stock Operator is a fictionalised account of the life of securities trader Larry Livingston.

Stephen Thornton joined JM Finn in April 2020 as a senior investment manager based in the office.

One of the most discussed themes recently has been the impact of the coronavirus on dividends, with nearly £20 billion of upcoming payments in the UK cancelled.

JM Finn is among several leading wealth and investment management firms to have joined forces to raise vital funds to support the front line staff working within the NHS.

While we are all doubtless getting a little tired of coping with lockdown, the way in which the coronavirus pandemic develops is still driving market sentiment.

During this incredibly volatile period, we feel it is particularly important to keep you, our clients, updated with our latest thoughts on the Coronavirus pandemic.

Some years ago, Robert Harris wrote a fascinating book called The Fear Index.

As the recent period of market volatility kicked in, I was in the fortunate position that all three funds that I manage had a small overweight cash position.