Subscribe to receive our weekly news directly into your email inbox
Beaufort Analysis No. 313 – Are the banks in good health?
Last week the biggest US banks reported solid fourth quarter earnings with most improving on the third quarter and beating analysts’ expectations too. This resulted in both Goldman Sachs and Bank of…
Beaufort Analysis No. 312 – Charging into the New Year
After a tumultuous December, investors started 2019 cautiously. Global economic data pointed to a slowdown amid tighter financial conditions in the US. After the new year’s first full week of…
Beaufort Analysis No. 311 – Which Direction?
When markets closed for the year last Monday, most investors would have been pleased to see the back of 2018, well, the latter part of it anyway. In their worst performances since the financial…
Beaufort Analysis No. 310 – A day is a long time in politics
Harold Wilson once said that a day is a long time in politics. If this past week has shown us anything, it is that even an hour can be a long time in politics. The week began with Theresa May…
Beaufort Analysis No. 309 – En Marche! (Towards Year-End Turbulence)
Wall Street finished last week with a bout of increased volatility with the S&P 500 down -2.3% on Friday in US Dollar terms; this resulted in the worst week for US equity markets since March.…
Beaufort Investment finalist in Best Model Portfolio Service category – Professional Adviser Awards 2019
Fast on the heels of being named a finalist in the ‘Best Network’ category of the Professional Adviser Awards 2019, the judges have now confirmed that Beaufort Group’s Beaufort Investment is a…
Beaufort Analysis No. 308 – Weather Forecast
“Earlier on today, apparently, a woman rang the BBC and said she heard there was a hurricane on the way…well if you’re watching, don’t worry, there isn’t!” The famous words of Michael Fish’s 1987…
Beaufort Analysis No. 307 – Between Scylla & Charybdis
Market volatility continued over the course of the last week leaving the MSCI USA Equity index down -3.0% in USD terms for the month to date, while the MSCI All Country Global Equity index is down…
Beaufort Analysis No. 306 – You can’t make a silk purse out of a sow’s ear
There was only one story last week. The delivery of the much-anticipated draft Brexit agreement from Prime Minister May. The 585-page withdrawal agreement has now been published detailing what the UK…
Beaufort Analysis No.305 – The Economic Consequences of the Peace
Following an October that witnessed significant downside volatility in financial markets, global equity markets have staged a modest recovery in local currency terms, with the MSCI ACWI up +1.9% to…
Beaufort Analysis No. 304 – Fireworks or damp squib?
Chancellor, Philip Hammond, delivered his Autumn Statement last Monday, which he claimed was a business-friendly budget with rates cuts for small retailers and a freeze on duty for beer, cider and…
Beaufort Analysis No. 303 – Declarations of (Monetary) Independence
The world’s rate-setters are on manoeuvres. After a decade of unorthodox monetary policy involving rock-bottom policy rates, quantitative easing and, in the case of Japan, intervention in the stock…
