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The World In A Week – The UK / US Alliance
June 10, 2019
Last week the US and UK commemorated and celebrated their historic alliance and friendship. The week included the rarity of both the D-Day commemorations of World War Two as well as the US…
Comment on LF Woodford Equity Income Fund
June 10, 2019
In light of the suspension of the LF Woodford Equity Income Fund, the investment team would like to reassure our clients that we do not, and have not, invested in the LF Woodford Equity Income Fund…
The World In A Week – Mexican Standoff
June 3, 2019
Markets faced a tough week as a risk-off environment prevailed. The Pound Sterling fell against all major global currencies. Bond markets rallied across the world, with the Bloomberg Barclays Global…
The World In A Week – All By Myself
May 28, 2019
We have seen an uptick in volatility. Hostilities between the US and China show no signs of abating. The US Federal Reserve minutes indicate that it is unlikely there will be rate moves of any kind…
The World In A Week – Taking matters in to your own hands…
April 23, 2019
In what was a short week, owing to the bank holiday weekend, Brexit news was light; cross-party talks between Conservatives and Labour continue to progress, reducing angst over a Brexit deadlock.…
The World In A Week – UK to regulate internet
April 15, 2019
The UK government may be in swivel eyed bewilderment regarding Brexit, but last week proved it has not completely lost the plot. Last Monday it announced ambitious plans for the UK to be the global…
The World In A Week – Synchronised Slowdown
April 8, 2019
Markets had a positive week with Global Equities as measured by MSCI ACWI, returning +2.26%. Europe Ex-UK Equities outpaced US Equities +2.65% vs +2.22%, slightly reversing the trend that has…
Emma Clarke PAM Top 40 Under 40
April 2, 2019
Emma Clarke, our Head of Fund Research has been selected by PAM Insight, the leading wealth management information service as one of its top 40 under 40 investment professionals for 2019. Emma is…
The World In A Week – Please sir, can we have some more
April 1, 2019
Time? The latest Twist in the Brexit tale saw control being given to the members of parliament who embarked upon a series of eight indicative votes on what form Brexit should take. It came as no…
The World In A Week – Interminable tedium
March 25, 2019
The title ‘World in a Week’ is a clear reference to Brexit. Last week, Prime Minister May, on her third attempt to push through a deal, failed, again. This time, on a technicality brought by speaker…
The World In A Week – US budget: A Curious Direction
March 18, 2019
Last Monday, the US government released its budget proposal for 2020, entitled ‘A budget for a better America’. It highlights the key priorities for the executive but, just like any budgetary plan,…
The World In A Week – Scenes reminiscent of a 2011 policy error
March 11, 2019
Having maintained a strong run since the start of the New Year, global markets paused for breath this week, with the MSCI All Country World Index falling back -0.56% from the perspective of a…