NEWS
March 2019 market update
— Mar 25, 2019
FEBRUARY 2019 MARKET UPDATE We have made a change to our asset allocation by buying further Emerging Markets equities, funding this through a disposal of European stocks. Though they have risen significantly since we made our first investment in this area toward the end of last year, we still...
A KIND OF SOLUTION
— Feb 26, 2019
The “B” word (and we don’t mean “Barbarian”) We have resisted the urge to discuss Brexit with a passion since the referendum for two main reasons: because we do not think we have anything particularly original to say on a subject that is tiresome at best and because the...
February 2019 Market Update
— Feb 25, 2019
FEBRUARY 2019 MARKET UPDATE Last month we described how difficult the final quarter of 2018 was for investors. In fact for the U.S. equity market it was the worst December since 1931 amid the great depression. To absolutely prove the dangers of extrapolating a trend, January has turned out to...
January 2019 Market Update
— Jan 29, 2019
JANUARY 2019 MARKET UPDATE The speed and ferocity of the final quarter of 2018 has been labelled one of the most violent and brutal on record for investors. Indeed for 2018 as a whole, almost every asset class whether equities, bonds, commodities or property failed to produce a positive return,...
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