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Daniel Pinto discusses Brexit and the City of London with The Economist23 October 2020 Read more
Stanhope Capital Fortnightly Bulletin – Period ending 15 October 202015 October 2020
Tactical Positioning We have not made any notable tactical changes in the last two weeks believing that ‘betting’ on any single outcome from the US election is unwise. Investors remain focussed on the level of additional stimulus that the US might inject into their economy in the short term and, as ever, this will have […]Read more
Stanhope Capital Fortnightly Bulletin – Period ending 30 September 202030 September 2020
Tactical Positioning In our last Bulletin we suggested that markets were entering a more skittish phase as investors try to second guess, amongst other things, the US election, the speed of economic recovery and the effect of ongoing stimulus from central banks and governments. After a more challenging month for equity investors, the last few […]Read more