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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 31 August 2019

31 August 2019

Tactical Positioning We made no major tactical changes in the last two weeks but are looking at a number of themes that could be included in portfolios in the coming months. With borrowing rates at generationally low levels, some countries (including the US) are considering issuing very long dated bonds (30, 50 or even 100 […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 August 2019

15 August 2019

Tactical Positioning August is traditionally a holiday month and often a volatile one for markets, because stock market trading volumes are typically lower than normal, meaning that transactions have a disproportionate impact on prices. This month markets have certainly been volatile as investors worry from to tweet to tweet about whether the US/China trade war will […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 31 July 2019

31 July 2019

Tactical Positioning Equity markets fell during the second half of July, primarily owing to concerns that economic growth is slowing and that monetary authorities may not loosen policy sufficiently to prevent a slowdown in growth becoming a recession. In recent years, equities have been supported by enough economic growth to enable corporate earnings to grow, […]

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