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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 September 2020

15 September 2020

Tactical Positioning As we discussed in our Bulletin at the end of August, the recent pullback in equity markets is no great surprise. Moreover, ‘buying the dip’, which we also mentioned, continues to make these mini-corrections relatively short lived. That said, equity markets may be on the point of moving into a more skittish phase […]

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Media & Press

Bubble or no bubble in Tech stocks? Jonathan Bell shares his thoughts on CNBC.

9 September 2020

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 31 August 2020

31 August 2020

Tactical Positioning Equity markets continued in a bullish vein through August, dominated by the same stocks that have led the recovery since April. Tempting though it was to reduce risk, the ‘sugar rush’ of global liquidity programmes remains a powerful force and this would have been a mistake. Whilst it is realistic to expect a […]

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