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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 30 September 2018

30 September 2018

Tactical Positioning In recent days, we have implemented an increase in equity exposure for mandates that have been underweight their target exposure. As mentioned in our 31st August Bulletin, earnings and valuations seem reasonable and upward momentum is intact. Whilst ‘trade tantrums’ keep surfacing, compromise (as we have seen over NAFTA) may rule the day, […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 September 2018

15 September 2018

Tactical Positioning We have not made any tactical moves in the last two weeks, preferring to see how the trade tariff posturing takes shape. Our sense is that there is an element of ‘bark’ being worse than ‘bite’ in the political rhetoric. For example, we have seen that President Trump’s initial hostility over NAFTA (North […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 31 August 2018

31 August 2018

Tactical Positioning As we move towards the last quarter of the year, we are starting to focus on some of the more positive aspects underpinning markets. The first of these is the strong progress in U.S corporate earnings in 2018 where we expect growth to come in at 20% with a further 10% in 2019. […]

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