Areas of Relative Opportunity & Risk
17th June 2020
Equity Overview The valuations of global equities have changed dramatically since the start of the year following coronavirus drawdown. The chart below demonstrates the Cyclically Adjusted Price Earnings…
Monthly Performance Update June 2020
4th June 2020
May saw the continuation of the very strong rebound from the March equity lows. The markets over the recent past are again characterised by bad news being dismissed…
Client Feedback in a Crisis
27th May 2020
It’s all about the adviser I am sure, like us, you are being inundated with things to read and watch but this blog is all about you –…
Monthly Performance Update May 2020
6th May 2020
Pretty much every global equity market saw a strong bounce in April as some of the absolute worst-case Covid-19 scenarios appeared less likely. The trifecta of better news…
Focussing on the Investment Horizon
28th April 2020
Inevitably, we have been asked more questions than at any time since the Global Financial Crisis regarding whether advisers and/or at least some of their clients should remain…
Coronavirus Market Update 6
28th April 2020
Winners, Losers and Opportunities Economist Doctor Pippa Malmgren made the analogy between COVID-19 patients and areas of the economy, to identify which investments had out or underperformed. I…
