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Stanhope Capital Fortnightly Bulletin – Period ending 31 December 202031 December 2020
Tactical Positioning As you will see from the table below, markets finished 2020 with a flourish. Looking into 2021, we see two key positive factors. The first is that the monetary and fiscal support supplied by central banks and governments, which helped stock markets in 2020, will continue. Second, household savings have grown over the […]Read more
Daniel Pinto argues that it is time to turn London into the home of innovation in The Daily Telegraph24 December 2020 Read more
Stanhope Capital Fortnightly Bulletin – Period ending 15 December 202015 December 2020
Market Moves Since our last Bulletin equity markets have continued to move higher. Stimulus packages in the US and Europe are on the cusp of becoming a reality and the transition from Trump to Biden seems set on a smoother track. Perhaps a Brexit trade deal will be a year-end headline ‘grabber’ in the UK, […]Read more