Week in Review: holding fire

For someone who goes under the nickname “Spreadsheet Phil”, UK Chancellor Philip Hammond’s first Budget was surprisingly upbeat. Containing only 28 measures compared to 77 within George Osborne’s previous Spring Budget, it was a noticeably…

Ignore Trump and Invest in Mexico

It would be fair to say that Donald Trump is not everyone’s cup of tea. In his short spell in office he has picked fights with seven Muslim countries, argued with supposed allies such as…

Charts That Make You Go Hmmmm! STOP PRESS

First, apologies to Grant Williams, author of “Thoughts that make you go hmmm!” for bastardising the name of his research letter. We sit here running out of superlatives to describe the majesty of the rise…

Week in Review: Snap’d up

Yesterday saw Snapchat go public in the largest float since Chinese eCommerce giant Alibaba in 2014. The company’s young founders – one of whom is a Stanford drop-out – become the latest tech multi-billionaires. In…

Who wants to be an ISA millionaire?

By David Prosser. "Analysis from Fidelity Investments suggests that starting from scratch today, you could be an ISA millionaire in less than three decades" Here’s a thought to cheer you up this miserable winter: in…

Alternative Investments for an Alternative World

Chris Darbyshire, Chief Investment Officer. 28 February 2017. Professional analysts, bookmakers and pollsters failed to predict the outcomes of two key votes in 2016. Contrary to most expectations, we are now hurtling down the road…

How Will Brexit Impact Latin America?

What Happened? Britain shocked the world when it voted to leave the European Union. The referendum on the 23rd June resulted in a 52% to 48% vote in favour of leaving, sending out economic and…

Into the wilderness…

While we are typically a ‘glass half full’ bunch, recent developments around the world might have left many investors feeling slightly negative in their outlook for global markets. Let’s start with President Trump. Yes, though…

Andean Gold Rush Attracts Investors

Despite the immense geological potential, with over 100 million ounces of gold discovered by explorers in recent years, investor interest in Colombia had started to wane due the perception that the government couldn’t permit projects…

The Struggle Between Equity and Bond Investors

As we sit here trying to navigate the markets and the news flow, we are seeing a number of inconsistencies crop up. With US equities continuing their march upwards, it would appear that these guys…

Commodity Price Bounce

Ben Kumar, Investment Manager. 17 February 2017. Over the last 12 months, commodities have been surging in value, with the Bloomberg Commodity Index rising 14% in US Dollar terms. On the back of this, we’ve…