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Our latest investment news, stock spotlights and expert opinion.

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Balanced Equity Income Fund Quarterly Report - October 2023

11th Oct 2023

London stocks were up modestly over the third quarter, mainly thanks to the big oil companies following the oil price higher but, of the leaders, GSK and HSBC also gained along with Glencore and RELX.

Portfolio Activity

By James Mahon

UK Equity Growth Fund activity - October 2023

9th Oct 2023

Over the third quarter we took the opportunity of depressed market levels to top-up our holdings in several of our core positions for the Fund.

Portfolio Activity

By Fred Mahon

UK market analysis - October 2023

6th Oct 2023

UK investors continue to have their patience tested as the clouds overshadowing the FTSE are stubbornly refusing to part.

Market Commentary

By Fred Mahon

Esk Global Equity Fund activity - October 2023

4th Oct 2023

The third quarter of the year has actually been dominated by the bond markets and the renewed increase in long-term interest rates.

Portfolio Activity

By James Mahon

Investment Risk, Reward, and Safety - How to Strike a Balance

4th Oct 2023

Daniel Mason shares how to find the optimum balance of risk and reward for your investments and also points out where you can get it wrong.

Your Wealth

By Daniel Mason

Multi Asset market analysis - September 2023

28th Sep 2023

The Bank of England surprised markets with a ‘hawkish hold’ of the Base Rate at 5.25% in a 5/4 split decision decided by the Governor’s vote.

Market Commentary

By James Mahon

Fixed Income market analysis - September 2023

25th Sep 2023

Major western Central Banks are pausing left, right and centre amidst hopes that we have found terminal rates. Unfortunately, we look set for ‘higher for longer’, but this is better than ‘higher and higher’.

Market Commentary

By Jeremy Wharton

Tenax Absolute Return Fund activity - September 2023

20th Sep 2023

Repeating last month’s report, we start with another look at UK inflation relative to the UK and Europe, which does remain the key to returns at present.

Portfolio Activity

By James Mahon

UK Smaller Companies Fund activity - September 2023

12th Sep 2023

You’re Joking – not another one!

Portfolio Activity

By Rory Campbell-Lamerton

UK Equity Growth Fund activity - September 2023

11th Sep 2023

The summer was a wash out in the UK and the market wasn’t dissimilar.

Portfolio Activity

By Rory Campbell-Lamerton

UK market analysis - September 2023

5th Sep 2023

The old market saying ‘sell in May and come back on St Leger’s Day’ looks to be ringing true for 2023.

Market Commentary

By Fred Mahon

Fixed Income market analysis - August 2023

24th Aug 2023

China’s situation forces them to the front of macro considerations as their post covid restrictions rebound has not materialised and there is speculation about the potential for exported deflation.

Market Commentary

By Jeremy Wharton

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