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Tenax Absolute Return Strategies Fund activity - August 2023

17th Aug 2023

Another month of improvement for the inflation figures leaves the UK looking a shade less out of line with the US and Europe, right.

Portfolio Activity

UK market analysis - August 2023

1st Aug 2023

This time last month we wrote of grubby markets and poor UK inflation figures as the Bank of England pushed rates up to 5%. England were 2-0 down in the Ashes and the media was spouting doom for both the economy and Bazball.

Market Commentary

Multi Asset market analysis - July 2023

31st Jul 2023

That ‘sticky’ inflation: July has brought some slightly improving news for the UK as consumer prices edged down again in pursuit of US and European rates, right.

Market Commentary

Tenax Absolute Return Strategies Fund activity - July 2023

19th Jul 2023

Finally, some better news for the UK on inflation.

Portfolio Activity

UK Equity Growth Fund activity - July 2023

12th Jul 2023

There’s been no hiding from the fact that the UK stock market has probably been at its most unloved and unwanted since the mid-1970s.

Portfolio Activity

Fixed Income market analysis - July 2023

11th Jul 2023

Markets remain in thrall of Central Bank action and bond market volatility has spiked.

Market Commentary

UK Smaller Companies Fund activity - July 2023

7th Jul 2023

If the UK market has been unloved over the course of the past 18 months, then the smaller capitalised stocks have been near-vilified.

Portfolio Activity

UK market analysis - July 2023

6th Jul 2023

June was a grubby month for UK markets in the wake of (more) poor UK inflation figures and the Bank pushing rates up to 5%.

Market Commentary

Esk Global Equity Fund activity - June 2023

3rd Jul 2023

The Esk Global Equity Fund enjoyed another strong quarter, the B shares rising by 3.65% compared to a rise in the IA Global sector average of 2.93%.

Portfolio Activity

Tenax Absolute Return Strategies Fund activity - June 2023

29th Jun 2023

The US Federal Reserve continued with its ‘pause’ at 5.25% but is still signalling higher rates without some notable change in the data.

Portfolio Activity

Multi Asset market analysis - June 2023

28th Jun 2023

Having taken a holiday over the end of last month, this commentary covers a period of almost eight weeks since early May. It also takes us close to the end of the first half of the year. It has been quite a period.

Market Commentary

Fixed Income market analysis - June 2023

23rd Jun 2023

We remain under the cosh of Central Bankers and they are not making many friends.

Market Commentary

Insights