Our head of equities, Sophie Outhwaite, was recently interviewed by Lawrence Gosling as part of ESG Clarity’s Green Dream series. In their conversation, the pair discuss Stanhope’s approach to responsible investment and ESG integration, along with Sophie’s personal views on the subject.
Stanhope Capital Fortnightly Bulletin – Period ending 15 September 202015 September 2020
Tactical Positioning As we discussed in our Bulletin at the end of August, the recent pullback in equity markets is no great surprise. Moreover, ‘buying the dip’, which we also mentioned, continues to make these mini-corrections relatively short lived. That said, equity markets may be on the point of moving into a more skittish phase […]Read more
Bubble or no bubble in Tech stocks? Jonathan Bell shares his thoughts on CNBC.9 September 2020 Read more
Stanhope Capital Fortnightly Bulletin – Period ending 31 August 202031 August 2020
Tactical Positioning Equity markets continued in a bullish vein through August, dominated by the same stocks that have led the recovery since April. Tempting though it was to reduce risk, the ‘sugar rush’ of global liquidity programmes remains a powerful force and this would have been a mistake. Whilst it is realistic to expect a […]Read more