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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 June 2020

15 June 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 […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 31 May 2020

31 May 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 […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 May 2020

15 May 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 […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 30 April 2020

30 April 2020

Tactical Positioning  In our last Bulletin we mentioned that quality growth, technology and healthcare seem to be themes with staying power for the coming months. With this in mind, we have added to healthcare equities in many portfolios and moved the focus in Asia towards the domestic consumer with a thematic fund which aims to […]

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Events

Webinar: Where should we invest now?

17 April 2020

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.  

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 April 2020

15 April 2020

Tactical Positioning The last fortnight is a good reminder that getting too bearish risks missing out when markets rise. As we discuss below, the S&P 500 index has just had one of its best ever weeks. Trying to time markets is proving (as always) to be hazardous and whilst emergence from COVID-19 may not be […]

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Opinions

Lawrence Gosling interviews Stanhope Capital’s Sophie Outhwaite as part of ESG Clarity’s video series, “Green Dream”.

1 April 2020

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. Click here to watch the interview.

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 31 March 2020

31 March 2020

Tactical Positioning The world is desperately trying to stop the spread of COVID-19 and heal the wounds caused by the virus. However, looking past the current news, at the infection cycle in China, South Korea and now Europe, it could be that we will be through the peak of the virus within 2 to 3 […]

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Media Enquiries

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