Market Insight 2017

Our investment manager’s latest views on world events and the markets plus a historical library of their observations.

Nowhere to hide...

There doesn’t seem to be any stopping equity markets this year, which continue to climb higher and higher due to a genuine absence of anywhere else to go in order...

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Passive vs Active: The game has changed but the rules are the same

Sir John Templeton famously said, “The four most expensive words in the English dictionary are ‘this time it’s different.’” Whilst poignant quotes are ten a penny, this particular quote by...

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TAM goes exotic in the hunt for yield

Ask any investor what the major difference is between holding a company’s debt and a company’s equity and they will tell you bond holders are protected as, in the case...

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Why we're banking on banks

The financials sector has had a shaky start to the year following strong performance towards the end of last year on prospects of growth and inflation from a stimulative economic...

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To serve and protect: Protecting clients' wealth through turbulent times

'To Serve and Protect' is a phrase of singular simplicity coined by the LAPD in the 50’s to embody its mission statement. Since then, it has cemented itself as the...

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Message from the CEO

"The time has come", the Walrus said, "To talk of many things: Of shoes - and ships - and sealing wax - Of cabbages - and kings - And why...

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Another Binary Event - UK General Election

In a strange twist of fate, with just two weeks to go until the anniversary of the Brexit referendum, the UK electorate is back in the polling booth, voting on...

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Could Trump bring the bull market to a halt?

The recent high profile news in the US is about Trump (no surprise there then!) and his seemingly irrational behaviour with regards to the abrupt firing of his FBI Director...

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Domestic disappointment, international success?

For all of President Trump’s posturing on Twitter, we don’t envy his position. If people came to you with the notion they would be closely judging your achievements in your...

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May's u-turn: Why now?

From the toppling of a Prime Minister and flash crashes in the pound, all the way down to the callous downsizing of our nation’s Toblerone bars, the UK’s historic Leave...

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Millennials: Well-educated, tech-savvy and ready to change the world

Some say they’re just out of nappies, others say they’re the next world leaders, we say that the Millennial generation (those born between 1980 and 1999) are transforming the image...

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A journey through Europe’s political minefield…

I don’t think we’re alone in saying 2016 will go down in history as a watershed moment for global politics - a year when the people stood up and voted...

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Hammond keeps powder dry ahead of Brexit

Philip Hammond delivered his first, and ironically his last, spring budget yesterday, in what was considered by many as a budget designed to set the stage for Brexit. With Brexit...

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Diamonds in the rough...

Emerging markets (EMs) is the well-worn phrase coined to describe the group of countries considered to be underdeveloped, but which are rapidly growing and urbanising. Despite their reputation for carrying...

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Trump takes his throne

The dust had settled, the shock had begun to subside and the hecklers had… well they’re still heckling… but nonetheless, Donald Trump was sworn in as the 45th President of...

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100 days to deliver

2016 was tumultuous in the context of political upheaval but 2017 promises to be no less interesting. Decisions made by the electorate in the UK over Brexit and the US...

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2016 Review / 2017 Outlook

2016 in politics - Four down, one to go Harold Wilson is attributed as saying that a week is a long time in politics. One wonders what he would have...

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