Market Commentary

Many viewed November as a month when the rotation from growth to value took hold. James Godrich explains why he doesn’t feel this is relevant.

What a difference a week can make!

James Godrich, manager of the Coleman Street portfolios looks back at October.

Research Analyst James Ayling looks back at Q3 and suggests market volatility will persist.

There is a lot going on at the moment.

James Godrich reviews the portfolios within the Coleman Street Investment service.

The news that the Chancellor of the Exchequer has found it necessary to cancel the autumn budget underscores the difficult situation in which we find ourselves.

Market update: James Godrich highlights some new holdings as he looks to take advantage of the current situation.

Here’s a statistic I never thought I’d be able to quote.

We are, of course, in high summer, with fund managers on bucket and spade duty and the first half reporting season for companies pretty much at an end.

Perhaps writers block swept through the working from home offices of the Financial Times in July.

The news that BP, one of the income paying stalwarts of the FTSE 100, had announced it was halving its payout to shareholders as a consequence of the fall in the oil price reinforces the comments I…

It’s not just Rishi Sunak that’s dishing out the cash. Stimulation packages are arriving thick and fast.

We have only just passed the half-way stage, but 2020 is already a year to remember.