PMS Ethical Performance Update June 2017
12th July 2017
The first half of 2017 has been positive in both absolute terms and relative to benchmark. Much of the performance was achieved through individual fund selection with several…
Author: Chris Metcalfe
PMS Ethical Performance Update June 2017
12th July 2017
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(OEIC) Monthly Performance Update June 2017
5th July 2017
Our OEICs continue to be managed with lower than benchmark beta, with an emphasis on defensive characteristics and will continue to do so whilst markets remain at such…
(PMS) Monthly Performance Update June 2017
4th July 2017
Given our cash holdings, our ongoing generally defensive stance and the fact that global stock markets have had one of their best first two quarters in the last…
It’s all about central banks not elections for global markets
12th June 2017
Belgium showed us in 2010/11, that during the 589 days they had no government, the country ticked along relatively well. Possibly even better than at many other times….
Time to move away from the herd
8th June 2017
With investing it is often the case that the consensus position, be it asset class or currency, is exactly the wrong place to be. At the start of…
Monthly Performance Update to 31st May 2017
2nd June 2017
In the UK, we have our own contentious election to contend with on June the 8th. To sum up we will be making no changes coming into the…