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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 29 February 2020

29 February 2020

Tactical Positioning Looking back over last week, one thing that stood out during the equity downturn was the impact of programme trading. On a number of occasions programmatic trading represented over 90% of equity market turnover in the US. This powerful market force has a significant momentum bias which exacerbates market trends. Last week, the […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 February 2020

15 February 2020

Tactical Positioning As we discuss below, being bearish about equity markets over the last few weeks has caught out many investors. Whilst the monetary ‘spigot’ is open, risk assets continue to attract support just as they have during previous waves of monetary stimuli since 2009. We are happy to stick with our exposure to equity […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 31 January 2020

31 January 2020

Tactical Positioning Whilst we think the market impact of the coronavirus outbreak will ripple on for a little longer, the setback in share prices is likely to provide a good opportunity for many investors still holding cash. Although comparison with the SARS outbreak in 2003 may not be entirely relevant, the setback caused by SARS […]

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Media & Press

Stanhope Capital featured in Swiss financial media, SPHERE

22 January 2020

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 January 2020

15 January 2020

Tactical Positioning 2020 started on a positive note, supported by the eventual signing of a ‘phase 1’ trade deal between the US and China. This may be little more than a line in the sand, but it does create a temporary ‘truce’ on an issue which has dogged risk assets for over 18 months. We […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 31 December 2019

31 December 2019

Tactical Positioning  2019 was a very good year for financial markets. The US equity market topped the list of major markets again, with a 30.7% total return for the S&P 500 index, whilst the MSCI All-Country World Index returned 26.2% (in USD). Asia Pacific Ex Japan and Emerging Markets lagged the performance of the US […]

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Events

Stanhope Capital 15th Anniversary Celebration

19 December 2019

On Tuesday 26 November, Stanhope Capital Celebrated its 15th Anniversary at Banqueting House, Whitehall, London. Presentations were given by Daniel Pinto on investment lessons learnt from the last 15 years whilst Jonathan Bell and Nicole Curti gave their outlook for the next 15 years. There was also a lively panel discussion moderated by Financial Times […]

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