Sophie Barnett Sophie Barnett

Sustainable Valuation Commentary

2022 started with confidence, but it was short lived. Many recent success stories like electric vehicles lost their shine and valuations plummeted. This commentary looks ahead to our expectations for 2023.

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Sophie Barnett Sophie Barnett

DEP Valuation Commentary

While a new year might not herald a dramatic turnaround in global economic fortunes, the bad news does not appear to get worse. Lower markets have enabled us to increase the quality in portfolios.

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Sophie Barnett Sophie Barnett

AIM Valuation Commentary

2022 was a difficult year for AIM companies, but our long-term approach and management mindset for deploying capital has enabled us to take a more reasoned view.

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Sophie Barnett Sophie Barnett

Sustainable Funds Update

Our Senior Investment Analyst, Louis Tambe, speaks with Investment Week about the outlook for sustainable funds

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Sophie Barnett Sophie Barnett

The 2022 Autumn Statement

Will the tax increases and spending cuts in the Autumn Statement balance out? Read our summary to find out more.

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Sophie Barnett Sophie Barnett

Sustainable Valuation Commentary

Louis Tambe, Senior Investment Analyst, provides valuation commentary for sustainable investors, following a turbulent political environment.

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Sophie Barnett Sophie Barnett

The Growth Plan: An update

As the deadline approached for BoE support of the government bond market to expire, political turmoil ratcheted up. Read our summary of today’s changes here.

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Sophie Barnett Sophie Barnett

An update for clients

In less than a month, the UK has appointed a new Prime Minister, lost a much respected sovereign, implemented an energy price cap and seen a ‘mini-budget’, causing Sterling’s collapse against the US Dollar.

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Sophie Barnett Sophie Barnett

Energy Costs Statement

Just days after taking office, Prime Minister Liz Truss has set out her government’s plans to tackle the rising energy cost crisis.

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Sophie Barnett Sophie Barnett

Expanding our team in Cambridge

We are excited to have expanded into Cambridge, recently hiring a team covering investment management and financial planning.

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Sophie Barnett Sophie Barnett

An update for our clients

As a brief recap, we entered 2022 with a degree of optimism however the changing environment means we have evolved client portfolios.

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Sophie Barnett Sophie Barnett

Spring Statement

The Spring Statement was not meant to be a mini-budget, despite what many headlines suggested. Read our summary of the key points.

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Sophie Barnett Sophie Barnett

Focus on Renewables

James Calder, Head of Research, highlights an investment that may be a beneficiary of rising inflation and electricity prices - renewables.

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