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A global investment firm providing asset management and advisory services to private clients, corporations and non-profit organisations around the world.
Stanhope Capital Fortnightly Bulletin – Period ending 28 February 201928 February 2019
Tactical Positioning We have not made any major tactical moves recently other than slightly re-calibrating our Asia ex-Japan exposure. The outlook for the region is supported by equity valuations towards the bottom of their 25-year range and we are encouraged by the improving ‘mood music’ surrounding the U.S/China trade talks. Asia also benefits from a […]Read more
Stanhope Capital Fortnightly Bulletin – Period ending 15 February 201915 February 2019
Tactical Positioning Despite solid markets over the last two weeks the US corporate earnings outlook, mentioned below, is a cause for some concern. At the end of 2018, earnings forecasts for 2019 stood at 10%, this has now been downgraded to just 5% with a risk of falling further. Upgrades and downgrades in earnings often […]Read more