Market Commentary – 12th December 2018

First off –  lets deal with UK Politics…….   All in the mix now with the confidence vote the Brexiters have played there hand and are trying to see if there is a majority of parliamentarians who want rid of her. We don’t have a Read more…

Market Commentary 5th December 2018

Market Commentary   Capital Preservation Mode Implemented   As I write, the instructions have been placed to sell down two thirds of our long equity positions, selling those positions where the fund manager can only buy equities or where they have a diverse mandate but Read more…

Market Commentary – 29th November 2018

Riding uncertainty into December   Market movements were this week driven by a series of developments in the political landscape alongside revised expectations for future monetary policy. Over the week, movements in the markets were mixed, owing to fluctuating sentiment and high levels of market Read more…

Market Commentary – 13th November 2018

Riding the wave of uncertainty with clients’ long-term goals in mind   In recent market commentaries, we talked of a structural market correction, and of the strategic changes we expect to make to portfolios when the time comes to adopt a more defensive stance. On Read more…

Market Commentary – 7th March 2018

A blue ‘rip-tide’ sweeps across the US political sphere, as Trump brands the mid-terms a ‘tremendous success’.   The US mid-term elections dominated headlines this week, as political tensions intensified in the run up to a hotly contested mid-term elections yesterday. After a long night Read more…