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Media & Press

Daniel Pinto discusses Brexit and the City of London with The Economist

23 October 2020

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 October 2020

15 October 2020

Tactical Positioning We have not made any notable tactical changes in the last two weeks believing that ‘betting’ on any single outcome from the US election is unwise. Investors remain focussed on the level of additional stimulus that the US might inject into their economy in the short term and, as ever, this will have […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 30 September 2020

30 September 2020

Tactical Positioning In our last Bulletin we suggested that markets were entering a more skittish phase as investors try to second guess, amongst other things, the US election, the speed of economic recovery and the effect of ongoing stimulus from central banks and governments. After a more challenging month for equity investors, the last few […]

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Opinions

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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