On Tuesday 22nd January we held our half yearly « Meet the Investment Committee » meeting at The Connaught Hotel in London. Our guest speakers were Lord Lamont and Andrew Sentance.
Daniel Pinto and Jonathan Bell gave an update on the current investment environment.
Videos and presentations from each speaker are in the links below.
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Stanhope Capital Fortnightly Bulletin – Period ending 30 September 201930 septembre 2019
Tactical Positioning The Japanese equity market was the best performing major stock market over the last month, which may have been reflective of attractive valuations and a weaker yen. Overall, we have a broadly neutral view on this market, whereas we speak to many investors who have dismissed Japanese equities as unworthy of investment in the […]En savoir plus
Stanhope Capital Fortnightly Bulletin – Period ending 15 September 201915 septembre 2019
Tactical Positioning Investor sentiment changed rapidly over the first two weeks of the month with the negative malaise of August being replaced by broader optimism. We have not made any major tactical changes, having maintained our faith in equity markets despite the increase in volatility, given that falling interest rates and additional monetary stimulus are […]En savoir plus
Stanhope Capital Fortnightly Bulletin – Period ending 31 August 201931 août 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 […]En savoir plus