The Sphere article can be downloaded below in French or German.
Stanhope Capital Fortnightly Bulletin – Period ending 31 January 202031 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 […]Read more
Stanhope Capital Fortnightly Bulletin – Period ending 15 January 202015 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 […]Read more