On 13 June we held our half yearly “Meet the Investment Committee” meeting at Home House in London. Our guest speakers were Lord Lamont and Dr Jacques Attali.
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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Dr Jacques Attali
Stanhope Capital Fortnightly Bulletin – Period ending 31 December 201831 December 2018
Tactical Positioning As we discuss below, markets in the closing weeks of the year have been virtually impossible to call with any certainty. Commentators point out that no major asset class advanced meaningfully in 2018. The last time this occurred was 1974. Against this background, we have not made any notable tactical moves since mid-December […]Read more
Stanhope Capital Fortnightly Bulletin – Period ending 15 December 201815 December 2018
Tactical Positioning Markets remain unsettled ahead of the US Federal Reserve meeting this week and any further news on the China-US trade situation. Investors are currently extremely sensitive to economic and political dialogue, and softer economic data only adds to negative sentiment. Whilst bearish sentiment is currently at a high, as measured by the AAII […]Read more