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Our latest investment news, stock spotlights and expert opinion.
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11th Apr 2023
James Johnsen, Director and Head of Private Clients, has been named by Spear's Magazine as one the best wealth managers for high-net-worth investors.
News
6th Apr 2023
Last month in this commentary, I was writing that February had seen a sharp reversal that took US ten-year yields back over 4% as central bankers fretted over stronger economic data.
Market Commentary
5th Apr 2023
The UK markets started the first quarter of 2023 with enthusiasm, which was swiftly extinguished by mid-March on the back of Silicon Valley Bank’s demise and Credit Suisse’s ‘merger’ with UBS.
28th Mar 2023
The first quarter of 2023 started so well with a buoyant January and early February, before some wild moves in the bond markets knocked the stuffing out of the rally and markets retraced to end-year levels.
Portfolio Activity
21st Mar 2023
The relative calm and stability of January and February compared to last year was abruptly shattered by the collapse of SVB (and a less important crypto bank failure) who repeated the mistakes of previous banking disasters by borrowing short and lending long.
20th Mar 2023
Having got off to a good start, 2023 then became a tussle with rates being pushed sharply higher through February then all the way back down over the past couple of weeks.
15th Mar 2023
January looked so promising for equity markets. Led by a resurgent NASDAQ, all the leading markets put in a strong performance.
14th Mar 2023
February/March earnings season seems to get more congested every year, with most of our portfolio companies having reported over the last few weeks.
13th Mar 2023
We have just returned from an uplifting trip around Britain and Northern Ireland, speaking to current and potential investors in our funds.
8th Mar 2023
After the relief for bond markets in January as longer-term yields fell back despite the latest round of base rate increases, February saw a sharp reversal.
7th Mar 2023
Hedgelaying and Point-to-Point were at the centre of Church House support for the countryside this winter. James Johnsen shares more.
22nd Feb 2023
According to forecasts last year major economies should be in recession by now.
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