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Stanhope Capital brings together the intelligence and resources of a global investment firm with the independence and bespoke service of a boutique.

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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.

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 31 March 2019

31 March 2019

Tactical Positioning At the end of last year, investors were worried that monetary policy was tightening at a time when the outlook for growth was deteriorating. Importantly, the environment in the US appears to have improved with expectations of a more supportive monetary policy being met by an improvement in first quarter growth, as estimated […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 March 2019

15 March 2019

Tactical Positioning  As we discuss below, equity markets have continued to retain their composure. Central Banks have been swift to counter last year’s ‘chatter’ about recession with positive noises about future stimulus and this has provided a boost to investor sentiment. We maintained our exposure to equities throughout the testing months at the end of […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 28 February 2019

28 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 […]

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