Low Coupon Gilts Opportunity
Gilts have not provided much in the way of positive real returns in more than a decade, so why do we now see a real opportunity to invest in this sector?
2023 - The Journey So Far and the Road Ahead
In this article, we assess the impact of the tumultuous start to 2023 on markets and give our view of what might come in the next six months for inflation and interest rates.
Explaining ‘Latent Value’
In relation to Alternatives, we believe our portfolios have ‘latent value’. This note seeks to unpack this concept in more detail.
Meet the Manager
Watch a recording of our first ‘Meet the Manager’ panel discussion, led by our CEO Nick Coghill. The Panel discusses a range of topics raised by clients.
AIM Valuation Commentary
While the gyrations of the market can be distressing during these troughs, they are a necessary part of the investment process and we remain excited about the potential future return of the portfolios.
DEP Valuation Commentary
The first quarter of 2023 has seen modest progress in our benchmark index. However, after initial confidence at the start of 2023, conflicting data on inflation and interest rates has worried investors…
Sustainable Valuation Commentary
Following a year such as 2022, one can be forgiven for thinking that calm might return to markets in the new year. This has not been the case…
Valuation Commentary
Following a year such as 2022, one can be forgiven for thinking that calm might return to markets in the new year. This has not been the case…
One Year of Sustainable
As we mark the one-year anniversary of our Sustainable Service, our Head of MPS Louis Tambe reflects on performance to date, and his views for the portfolios looking ahead.
2023 Spring Budget
While acknowledging the Prime Minister’s two objectives of halving inflation and reducing debt, Mr Hunt focused his Spring Budget on the Prime Minister’s third objective – getting the economy going.
Valuation Commentary
2022 witnessed the worst calendar returns posted since the Global Financial Crisis. In 2023, we anticipate less bad news; inflation will moderate but interest rates will rise.
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.
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.
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.
Sustainable Funds Update
Our Senior Investment Analyst, Louis Tambe, speaks with Investment Week about the outlook for sustainable funds
The 2022 Autumn Statement
Will the tax increases and spending cuts in the Autumn Statement balance out? Read our summary to find out more.
Sustainable Valuation Commentary
Louis Tambe, Senior Investment Analyst, provides valuation commentary for sustainable investors, following a turbulent political environment.
“Be Fearful When Others Are Greedy And Greedy When Others Are Fearful”
Over the past 12 months, the FTSE AIM All Share Index generated a total return of -32.2%. Despite the market backdrop we have continued to outperform the challenging market.
‘The Growth Plan’ - a further update
On 17th October, Chancellor Jeremy Hunt announced what amounted to a near total unwind of Kwarteng’s ‘fiscal event’ of 23 September.
A week is a long time in politics…
‘A week is a long time in politics’ (Harold Wilson), sums up the last week or so in the United Kingdom.