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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 30 September 201830 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, […]Read more
Stanhope Capital Fortnightly Bulletin – Period ending 15 September 201815 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 […]Read more
Stanhope Capital Fortnightly Bulletin – Period ending 31 August 201831 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. […]Read more