Stanhope Capital allie le savoir-faire d’une société d’investissement mondiale avec les valeurs d’indépendance et de service d’une maison construite autour de ses clients.
L’expertise d’une maison internationale d’investissement bâtie sur des valeurs d’indépendance et de service.
Stanhope Capital Fortnightly Bulletin – Period ending 31 October 201831 octobre 2018
Tactical Positioning Despite market volatility, we have not changed our tactical positioning during the past fortnight. Investors have been reminded in October of a simple fact: equity markets are volatile. We show below the various peak-to-trough drawdowns in the US market since 2010. The red shows a time when the US equity market fell, with […]En savoir plus
Stanhope Capital Fortnightly Bulletin – Period ending 15 October 201815 octobre 2018
Tactical Positioning Despite short-term market turbulence we continue to take a broadly positive stance towards markets. Pull-backs are a healthy way for investors to gain perspective and assess risk and reward. The recent volatility reflects an adjustment by investors to a world that just might be tinged with higher inflation than experienced in the last […]En savoir plus
Stanhope Capital Fortnightly Bulletin – Period ending 30 September 201830 septembre 2018
Tactical Positioning In recent days, we have implemented an increase in equity exposure for mandates that have been underweight their target exposure. As mentioned in our 31st August Bulletin, earnings and valuations seem reasonable and upward momentum is intact. Whilst ‘trade tantrums’ keep surfacing, compromise (as we have seen over NAFTA) may rule the day, […]En savoir plus