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 31 May 201931 mai 2019
Tactical Positioning Across many regions, bond yields have fallen during the past two weeks; the US 10-year Treasury yield, for example, has fallen from 2.37% to 2.12%. This was caused, in part, by investors switching out of risk assets into bonds, but it also comes as a reaction to falling inflation expectations. For equity investors, […]En savoir plus
Stanhope Capital Fortnightly Bulletin – Period ending 15 May 201915 mai 2019
Tactical Positioning When equity markets go down, it is worth looking at how ‘risk-off’ or perceived ‘safety’ assets such as gold, US Treasury bonds, the Japanese yen and the Swiss franc are moving to determine the severity of the situation, as these are normally rise when investors are selling out of equities. Over the last […]En savoir plus