Short Week, Active Mix

Monday, September 9, 2019– A resumption of US-China trade talks and a positive, yet slowing, pace of hiring revealed in Friday's August jobs report helped propel stocks to a second consecutive week of gains. In…

Back To School…

Tuesday, September 3, 2019 – August 2019 was a month full of volatility during which stocks swung widely on frequent trade news, bouncing between progress on negotiations and the escalation of tariffs. However, stocks enjoyed…

Pan Am Games Prove Peru’s Progress

This summer elite athletes from Canada to Chile arrived in Peru as Lima hosted the Pan-American and Parapan American Games. It was the first time that we’ve held a sporting event of this size and…

Trading on Flows

Monday, August 26, 2019– Equity markets were on track to finish higher for the week until China unveiled a new round of retaliatory tariffs and President Trump vowed to respond, upsetting markets. This marked the…

Stock Markets and Big Thinking

Monday, August 19, 2019- Last week, President Trump announced his interest in buying Greenland. While the offer was quickly rebuffed, it got us thinking about “Big Thinking” in the public sphere which has long been…

Sticking to our guns on value

Laura Foll, Co-Fund Manager of Lowland Investment Company, highlights activity on the Trust’s portfolio over the last quarter and what investors can reasonably expect over the coming months. Laura also explains how the team’s investment…

Positive global income trends

Ben Lofthouse, Fund Manager of Henderson International Income Trust, outlines some of the positive income trends from around the world, which the Trust has benefited from; and he explains how the Trust is impacted by…

Summer Meyhem Tests Stock Market’s Resilience

Monday, August 12, 2019 - August can be meyhem’s favorite time, for example: The First Gulf War started in  August 1990 The Asian Contagion began in August  1997 The Russian Debt Crisis started in August…

Dog Days…

Monday, August 5, 2019- The stock market sold off this week with a bulk of its losses coming after President Trump threatened a 10% tariff rate on $300 billion of Chinese goods, effective September 1st.…

Building bridges

Over the last ten years the Infrastructure and Renewable Energy Infrastructure investment company sectors have grown by over 700%, from £2.04bn of assets (4 companies) in June 2009 to over £16.7bn of assets (17 companies)…

Earnings Lead to Record Highs

Monday, July 29, 2019- The stock market finished the week higher with the S&P 500 (+1.7%) and Nasdaq Composite (+2.3%) setting new record highs in the process. Upbeat earnings results throughout the week, and an…

Earnings, Earnings, Earnings

Monday, July 22, 2019 - US earnings season officially kicked off last week and through yesterday approximately 15% of the S&P 500 has reported results for the second quarter. This earnings season draws particular interest…