Our insights

Prospects

Autumn Sixteen

In this issue

LIVESNear CambridgeFAMILYMarried with 3 childrenEDUCATIONRugby School, Newcastle UniversitySTARTED AT JM FINN & CO2012CURRENT POSITIONInvestment DirectorINTERESTSSport, Agriculture, MusicFIRST…

Suppose you are consistent in the times that you eat your three wholesome meals: at 8am, 12:30pm, and 6pm. Twice a year, the setting sun will correlate with you tucking into your dinner. Were an…

Events in politics and markets over the last few months would have been diffi cult to predict at the start of the year. The latest development from the Governor of the Bank of England, to cut interest…

In 2015 Kew Gardens threw open its doors to thousands of book lovers and introduced one of London’s best-looking literary festivals. As Bill Bryson motored across acres of stunning scenery in his golf…

As we know from Charles Dickens, the Victorian age was a cruel time for many. Perhaps because of such hardship, the second half of the nineteenth century produced some of the greatest ever…

Strategy is an easy word to toss into conversation, but few have a precise and clear understanding of what it means.

The recommendation by voters that the United Kingdom should leave the European Union is likely to be a watershed moment for the continent and to be followed by many weeks and months that will…

This is the time of year which I always guess wrong where the start and end dates vary so much from year to year – and sees the start of another exciting season in the plant world as the autumn colour…

US equity markets have hit record highs despite historically stretched valuations and continued recession in US corporate profits. The FTSE100 did not take long to recover from the drop in the…

As well as the UK and US bond yields widening, the German and Japanese yields have converged to just below zero, also on the back of Quantitative Easing (QE) and other monetary stimuli.The US / UK…

“If the tyrants close the door of migration (to Syria) in your faces, then open the door of jihad in theirs and turn their actions against them,” said an audio clip from an ISIS spokesman, referring…

Last quarter I suggested that it was unlikely that the Bank of England would raise interest rates – how wrong I was, when not only were rates cut to one-quarter of a percentage point, but also…

Had the team of comedians been asked to draft a theory of financial centres with equal succinctness, they would probably have put forward the view that you have to be an island if you want to be a…

Equity prospects

01.

RELX is an information provider to specialist professional sectors, namely Science,Technology and Medicine (STM), Legal and Insurance.

02.

Lloyds is the strongest name within the UK banking sector. It has a secure and improving capital position and a notable cost advantage with an industry leading cost / income ratio of just 46%. 

03.

There are more searches on Google for 'big yellow storage', or other permutations, than for 'self-storage', according to the Big Yellow Group. Indeed you may have heard about or seen the brand popping…