Author: Chris Metcalfe

Reduced political risk, results in positive equity backdrop It was very much a risk-on month for equities and especially for the UK. There was a generally more positive…

The first quarter of 2018 will probably be remembered, at least in market terms, for the rebirth of volatility, the beginning of major questions around some behemoth tech…

The natural yield has marginally ticked up on the Income portfolio from 2.38% to 2.44% but the portfolio continues to be managed on a total return basis. In…

The first week of February saw the steep fall that commenced at the end of January continue. The drop was short-lived and during the month much of the…

As it is Washington Day and the US markets are closed (as is much of Asia), we thought it might be timely to send an update out as…

The beginning of January saw the economic “global synchronised growth” translate into equity markets euphoria with the S&P 500 and FTSE hitting record highs, whilst Japan’s Nikkei 225…