Monthly Performance Update February 2020
11th February 2020
At the time of writing our last monthly update all eyes were focussed on the, apparently, impending war between the US and Iran following the assassination of an…
Performance and Market Updates
Monthly Performance Update February 2020
11th February 2020
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The Coronavirus – the economic consequences of a human tragedy
4th February 2020
On the 31st of December, China announced an outbreak of a new coronavirus in the city of Wuhan, involving 27 cases. However, it wasn’t until the third week…
Monthly Performance Update January 2020
9th January 2020
Given 2019’s weak global economic backdrop, returns for the year were nothing short of incredible, especially for global tech stocks. Virtually every asset class and sub asset class…
Keep Calm and Carry On
13th December 2019
We have a landslide Tory majority of the greatest magnitude since Margaret Thatcher’s heyday, so now what? This majority should mean Boris Johnson can push through the UK’s…
Monthly Performance Update December 2019
6th December 2019
The backdrop to November was the US Federal Reserve’s (not QE) Repo market intervention, which continued to pump liquidity into markets unabated. We say ‘not QE’ because the…
This is Not a Rerun of Q4 2018
4th December 2019
The line from President Trump “In some ways, I like the idea of waiting until after the election for the China deal, but they want to make a…