The European Detox

It is an inescapable fact that the European economic backdrop is as good as it’s been for a long time. What’s more, the European political uncertainties that dominated the news headlines and weighed on markets earlier in the year have largely dissipated. But is the […]

The impact of geopolitical uncertainty in investment markets

Geopolitical uncertainty is at the forefront of investors’ minds right now. First among their concerns is the confrontation between North Korea and the US over Kim Jong-Un’s accelerating nuclear weapons programme. However, there are also continuing rumblings surrounding the UK’s Brexit negotiations, worries over whether […]

Investment Market Update – UK rebound looks fragile

From the UK’s perspective, domestic market conditions appear somewhat choppy. While other equity markets are making all-time highs, led by the S&P 500 in the US, here the FTSE 100 continues to look to break from its recent range (its all-time high was back in […]

Solution for low-risk investors

A solution for low-risk investors

As we step into the second half of 2017 we face continued challenges in generating reasonable returns, for our lower risk investors. Broadly speaking, our position with our low risk clients seeking a return of perhaps c.3.5%, is that diversification is key to performance – […]

Current economic cycle

The current economic cycle – our global investment review and outlook

Our Chief Investment Officer, Michel Perera, presents his quarterly global investment review and outlook, which analyses the macro and financial trends we’ve both encountered and should perhaps expect in the near future. “Economists have eaten humble pie after the UK referendum, as they forecast a […]

Chaos in the White House rattles markets?

If there’s one thing that has characterised the Trump presidency, it’s the volatility of his temper and the frequent chaos his pronouncements and actions cause. Who would want to be his press secretary? Normally, Trump’s erratic nature wouldn’t matter too much to markets, because longer-term […]