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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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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 December 2019

15 December 2019

Tactical Positioning We have not made any major tactical changes over the last two weeks as our exposure to equities continues to pay off. As we discuss below, risk assets continue to rise and there is a positive attitude from investors as we move into 2020. That said, we remain pragmatic and there may become […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 30 November 2019

30 November 2019

Tactical Positioning Equity markets currently remain underpinned by high levels of liquidity being provided by central banks. As we look into 2020 there are also hopes of an upturn in the global economy based on some form of stand-off in the current trade situation. Despite sentiment swinging from optimism to pessimism and back, the general […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 November 2019

15 November 2019

Tactical Positioning We have not made any major tactical changes in the last two weeks, having added exposure to infrastructure stocks at the beginning of the month. As we discuss below, equity market momentum continues to be favourable in the short term and we are maintaining our exposure to equities, resisting the temptation to take […]

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