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Tactical Positioning Despite England being knocked out of the semi-final of the FIFA Women’s World Cup, the first two weeks of July were kind to sports fans in the UK, particularly so over the weekend, with a Lewis Hamilton win at Silverstone, the longest Wimbledon men’s final, and an extraordinary and nail-biting final between England […]
On Monday 24 June, we held our half yearly “Meet the Investment Committee” meeting at the Mandarin Oriental Hyde Park. Daniel Pinto and Jonathan Bell gave an update on the current investment environment and our keynote speaker was Lord Browne of Madingley, who had a discussion with Daniel about the theme of his latest book; Make, Think, Imagine: Engineering […]
Tactical Positioning In our mid-month Bulletin we mentioned the growing optimism that the G20 meeting, held at the end of last week, might deliver a ceasefire in the China/US trade ‘spat’. We discuss the outcome and its impact below. However, looking at market behaviour over the last few months, it is becoming clear that monetary […]
Tactical Positioning We wrote in the last bulletin that a number of factors provide support to equity prices with high dividend yields relative to interest rates being one of them. Since then, there has been a solid rebound in markets and sentiment has improved. In the short-term, investors will now move their focus to the […]
Tactical Positioning Across many regions, bond yields have fallen during the past two weeks; the US 10-year Treasury yield, for example, has fallen from 2.37% to 2.12%. This was caused, in part, by investors switching out of risk assets into bonds, but it also comes as a reaction to falling inflation expectations. For equity investors, […]
Tactical Positioning When equity markets go down, it is worth looking at how ‘risk-off’ or perceived ‘safety’ assets such as gold, US Treasury bonds, the Japanese yen and the Swiss franc are moving to determine the severity of the situation, as these are normally rise when investors are selling out of equities. Over the last […]