On Thursday 16 April 2020, Jonathan Bell, our Chief Investment Officer, hosted our first webinar. He was joined by James Ferguson, a non executive member of our Investment Committee.
You can watch the video below to hear Jonathan and James discuss their thoughts on the current investment landscape and opportunities.
Stanhope Capital Fortnightly Bulletin – Period ending 15 June 202015 juin 2020
Tactical Positioning As we discuss below, wild swings in equity markets continue. Three factors dominate investor sentiment: COVID-19 daily new infection and death rates, macro-economic data, and the actions by central banks and governments to protect their economies in lockdown. The third of these factors may be having the most significant impact on financial markets […]En savoir plus
Stanhope Capital Fortnightly Bulletin – Period ending 31 May 202031 mai 2020
Tactical Positioning As we discuss below, equity markets have been strong over the past few weeks and our portfolios continue to benefit from the recovery. However, looking into the second half of 2020, one source of increasing concern is the performance of sterling against a background of difficult Brexit trade negotiations, significant money printing and […]En savoir plus
Stanhope Capital Fortnightly Bulletin – Period ending 15 May 202015 mai 2020
Tactical Positioning As we discuss below, some of the ‘sugar rush’ in equity markets seen in April has evaporated over the last couple of weeks. Sensing that this might be a possibility, we reduced our equity exposure in the first week of May to ‘bank’ some of the recovery. This does not mean that we […]En savoir plus