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Events

Webinar: Where should we invest now?

17 April 2020

On Thursday 16 April 2020, Jonathan Bell, our Chief Investment Officer, hosted our first webinar. He was joined by James Ferguson, a non executive member of our Investment Committee. You can watch the video below to hear Jonathan and James discuss their thoughts on the current investment landscape and opportunities.  

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 April 2020

15 April 2020

Tactical Positioning The last fortnight is a good reminder that getting too bearish risks missing out when markets rise. As we discuss below, the S&P 500 index has just had one of its best ever weeks. Trying to time markets is proving (as always) to be hazardous and whilst emergence from COVID-19 may not be […]

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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 31 March 2020

31 March 2020

Tactical Positioning The world is desperately trying to stop the spread of COVID-19 and heal the wounds caused by the virus. However, looking past the current news, at the infection cycle in China, South Korea and now Europe, it could be that we will be through the peak of the virus within 2 to 3 […]

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Opinions

Stanhope Capital Fortnightly Bulletin – Period ending 15 March 2020

15 March 2020

Tactical Positioning As of today, most equity markets are down over 30% from their peaks on the back of the economic impact of COVID-19, with some areas performing even worse. For example, European equities have fallen by more than 35% and energy equities by around 50%. Although it is painful to see last year’s gains […]

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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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