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Stanhope Capital Fortnightly Bulletin – Period ending 15 June15 June 2018
Tactical Positioning We have not made any major tactical changes in portfolios over the last two weeks and remain slightly underweight equities versus our targets. We can see a time when we might add to equities, but trade wars are damaging to sentiment and having some ‘dry powder’ in the short term provides useful optionality. […]Read more
Meet the Investment Committee June 201813 June 2018
On 13 June we held our half yearly “Meet the Investment Committee” meeting at Home House in London. Our guest speakers were Lord Lamont and Dr Jacques Attali. Daniel Pinto and Jonathan Bell gave an update on the current investment environment. Videos and presentations from each speaker are in the links below. Please note that by […]Read more
Stanhope Capital Fornightly Bulletin – Period ending 31 May 201831 May 2018
Tactical Positioning Over the last two weeks we have been watching the energy market closely. During the past 12 months, oil has risen by close to 40%, culminating in a ‘mini-spike’ in recent weeks. Although there has been a near term price pull-back, the fundamentals behind oil and energy demand seem to have moved to […]Read more