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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 31 October 2019

31 October 2019

Tactical Positioning In recent Bulletins we mentioned our interest in infrastructure as an investment theme, particularly in the US. We have already seen increased spending in a number of States and President Trump is likely to push for increased infrastructure spending in his re-election campaign. We expect that civil engineering/construction, utilities and transport companies could […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 October 2019

15 October 2019

Tactical Positioning  We wrote at the end of September that we believed that the US-China trade issues might be ‘gently de-fused’ and that this should provide some upside to Asian stock markets. Following a meeting of trade delegates, a ‘partial deal’ seems to have been achieved, improving investor sentiment across the board. The whole issue […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 30 September 2019

30 September 2019

Tactical Positioning The Japanese equity market was the best performing major stock market over the last month, which may have been reflective of attractive valuations and a weaker yen. Overall, we have a broadly neutral view on this market, whereas we speak to many investors who have dismissed Japanese equities as unworthy of investment in the […]

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