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 March 201931 mars 2019
Tactical Positioning At the end of last year, investors were worried that monetary policy was tightening at a time when the outlook for growth was deteriorating. Importantly, the environment in the US appears to have improved with expectations of a more supportive monetary policy being met by an improvement in first quarter growth, as estimated […]En savoir plus
Stanhope Capital Fortnightly Bulletin – Period ending 15 March 201915 mars 2019
Tactical Positioning As we discuss below, equity markets have continued to retain their composure. Central Banks have been swift to counter last year’s ‘chatter’ about recession with positive noises about future stimulus and this has provided a boost to investor sentiment. We maintained our exposure to equities throughout the testing months at the end of […]En savoir plus
Stanhope Capital Fortnightly Bulletin – Period ending 28 February 201928 février 2019
Tactical Positioning We have not made any major tactical moves recently other than slightly re-calibrating our Asia ex-Japan exposure. The outlook for the region is supported by equity valuations towards the bottom of their 25-year range and we are encouraged by the improving ‘mood music’ surrounding the U.S/China trade talks. Asia also benefits from a […]En savoir plus