On Monday 24 June, we held our half yearly « Meet the Investment Committee » meeting at the Mandarin Oriental Hyde Park.
Daniel Pinto and Jonathan Bell gave an update on the current investment environment and our keynote speaker was Lord Browne of Madingley, who had a discussion with Daniel about the theme of his latest book; Make, Think, Imagine: Engineering the Future of Civilisation.
Videos and presentations from each speaker are in the links below.
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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
Stanhope Capital Fortnightly Bulletin – Period ending 15 August 201915 août 2019
Tactical Positioning August is traditionally a holiday month and often a volatile one for markets, because stock market trading volumes are typically lower than normal, meaning that transactions have a disproportionate impact on prices. This month markets have certainly been volatile as investors worry from to tweet to tweet about whether the US/China trade war will […]En savoir plus
Stanhope Capital Fortnightly Bulletin – Period ending 31 July 201931 juillet 2019
Tactical Positioning Equity markets fell during the second half of July, primarily owing to concerns that economic growth is slowing and that monetary authorities may not loosen policy sufficiently to prevent a slowdown in growth becoming a recession. In recent years, equities have been supported by enough economic growth to enable corporate earnings to grow, […]En savoir plus