Our insights


Autumn Issue Forty

In this issue

The guns versus butter dilemma has occupied civilisations for millennia and the civilisation that often jumps to mind is Rome.

To be an investor I think you’ve always got to be optimistic that over the long term the value of your investments will rise, but there are always challenging periods.

Bonds have had a tumultuous, and for many, puzzling quarter. Head of Research, Sir John Royden tries to shed some light on this quandary for investors.

With absolute return funds gaining more traction in recent months, we asked our friends at Tellworth Investments to explain how they aim to protect capital.

Michael Law explains how investors could mitigate the challenge of today’s bumpy markets by investing on a regular basis.

We met the companies below and you can learn more on any of these by contacting the person at JM Finn with whom you usually deal.

The Affordable Art Fair roared back to life earlier this year with JM Finn partnering a new fair in Hampstead.

Online fraud and crime continues to rise rapidly, with 80% of businesses estimated to have come under attack at one time or another in the UK alone, and an estimated cost to the UK economy of £27…

Understanding Finance

The legendary investor and ‘Sage of Omaha’, Warren Buffet, CEO/Chairman of Berkshire Hathaway wrote, in 1986, about the important concept of “owner earnings”.

One of my first jobs in the investment world was as an unauthorised clerk on the floor of the London Stock Exchange.

As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client portfolios.

In order to justify my rising grocery bill, I’ve found myself cooking more at home.

Investment Director, Winchester

In the commentary that accompanied the periodic statements at the end of the second quarter, we suggested that some of the difficult economic conditions may already be priced in to stock markets.

Equity prospects


Sage is a software company specialising in accounting, payroll and payment systems for small and medium sized businesses (SMBs).


Mainstream consumer fashion has appeared a relatively out of favour investment segment.


Globant is a 19 year old tech stock listed on the New York Stock Exchange which might suggest it’s become ‘old hat’ but, I’d caution such a view.


CarMax is America’s largest second hand car dealer with 230 shops.

Autumn Issue Forty