Welcome

As I write, it certainly feels that spring is upon us.  Not only are the evenings getting lighter and the buds are appearing in the garden, but there is light at the end of the lockdown tunnel.  

COVID-19 continues to be at the forefront of all of our lives and it has undoubtedly been at the core of our investment decision making over the last quarter.

Global markets have rallied significantly from their low points in March, led by the US and the technology sector in particular, with strong performance from healthcare and pharmaceutical stocks,…

There have been many financial, social and political crises and wars over the years, including in the 1950s, ‘60s and to a lesser extent the ‘70s, when some appalling flu epidemics struck the Western…

We will of course find out more about the government’s spending plans during the budget.

Over the last few years, we have generally taken an international stance on investment and my belief is that we should continue to do so long-term. It certainly has helped performance in recent years…

This latest addition to our branch network demonstrates our commitment to serving our clients to the best of our abilities and growing our reach as we look to help clients on more complicated…

The trade tariff war between the United States and China, a slowdown in the Chinese economy and the resulting effect on emerging markets, a 40% fall in the oil price, rising US interest rates, after…

It is with this caveat that we asked a renowned political commentator and former chairman of YouGov to give us his predictions for which he has outlined six different scenarios and the chances of each…

As part of the support that we as investment managers get, our research team make it their jobs to talk to as many people as possible to try and get the inside track on the issues at heart. Over the…

Both previous incumbents of the White House pushed the North Korean issue aside, but Mr Trump has made this a key issue and it will be interesting to see if anything comes of it. 

We have seen excessive returns from stock markets over the last few years comfortably above long term returns over a twenty year period, which have averaged nearer 6%-7%.

My current thoughts are that this environment will continue, however, one must be wary of markets running away; but with stock market valuations about 10% above long term averages, I do not believe we…


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