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Stanhope Capital Fortnightly Bulletin – Period ending 15 September 2020

15 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 […]

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Media & Press

Bubble or no bubble in Tech stocks? Jonathan Bell shares his thoughts on CNBC.

9 September 2020

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 31 August 2020

31 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 […]

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Media & Press

Daniel Pinto quoted in The Sunday Times

19 August 2020

The Sunday Times
"Private equity is back – so are its critics"
16 August 2020

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 August 2020

15 August 2020

Market Moves We have not made any tactical changes to our positioning over the last two weeks. As we discuss below, equity markets continue to benefit from the ‘sugar rush’ caused by high levels of liquidity support provided by central banks and governments. The positive momentum in equity markets may seem surprising to many investors, […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 31 July 2020

31 July 2020

Tactical Positioning July saw major moves in currencies and commodities, whilst growth-focussed equities continued to outperform other areas of the market. August is historically a difficult month for investors thanks to lower trading volumes and a lack of guidance from holidaying central bankers. This year, with COVID-19 and the oncoming US presidential election, some investors […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 July 2020

15 July 2020

Market Moves We have not made any major tactical changes in the last two weeks but continue to enjoy the ride upwards coming from our ‘quality growth’ equity exposure. As we discuss below, a sense of FOMO (fear of missing out) is slowly building amongst investors as markets get buoyed up by easy monetary policy. […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 30 June 2020

30 June 2020

Tactical Positioning As we discussed in our last Bulletin and have stated on several occasions before, the massive injection of liquidity by central banks continues to drive markets. Without doubt, we will have pullbacks and volatility could remain elevated but whilst central banks continue to support markets, asset prices are likely to remain at historically […]

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