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Archive | Investments

Paul Harwood - CIO

Economic Outlook & Investment Prospects – 2019

Chief Investment Officer, Paul Harwood looks ahead into 2019. Last year there was still momentum in the equity markets. The key risks were rising bond yields (resulting from economic growth and an end to quantitative easing) and specific company risk […]

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Get Your Hands Dirty Portrait

Get Your Hands Dirty

Julie Sebastianelli and Charlotte Aspinall are interviewed by Citywire Wealthmanager. They both emphasise how important it is for clients to know the directors invest their money alongside clients and interests are therefore aligned.

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Charlotte-Aspinall

Market Review – Q3 2018

By Charlotte Aspinall, Head Of Investment Management. Investors continued to experience significant volatility in the third quarter of 2018 as geopolitics dominated headlines and created a fragile backdrop for global markets. The China-US trade war showed little sign of abating, […]

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Charlie B 232X200

Market Review – Q2 2018

By Charlie Buxton, Investment Manager. Geopolitical tensions continued to dominate the second quarter of the year as President Trump pressed ahead with his protectionist agenda. In Europe Italian elections highlighted the ongoing rise of the populist movement. In the UK, […]

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Charlie B 232X200

Market Review – Q1 2018

By Charlie Buxton, Investment Manager. After 2017’s relative calm for global equity markets, 2018 opened with more of a jolt as investors reacted to the prospect of rising global interest rates, trade wars between China and the US and the […]

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Paul Harwood - CIO

Investment Outlook 2018

By Paul Harwood, Chief Investment Officer. Most forecasts are looking at 2018 as being “more of the same”, following the pattern of 2017. On current evidence, these are reasonable assumptions but it is important to be aware of what might happen […]

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Market Review – Q1 2017

Equity markets continued to move upwards in the first quarter of 2017 as investors welcomed widespread improvement in global economic data. The FTSE All-Share generated a total return of 4% over the period as the UK economy continues to outperform […]

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Paul-Harwood

Quarter 2 – Market Review

Financial markets endured a roller-coaster experience in the second quarter of 2016. April and May were positive months for global equities, continuing the recovery seen from the lows in mid-February. This was largely driven by the recovery in oil prices […]

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Paul-Harwood

Investment Outlook

We enter 2017 with some important new factors to consider. The economic variables are more complex and they are compounded by political considerations. Additionally, equity valuation must reflect on local and global bond markets which are in flux. The UK […]

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