Slow and steady

In the face of recent market volatility, Jonathan Davis explains why a calm approach is best. No matter how much wise advice they receive in advance, few investors find their first encounter with a sharp…

The Recent Market Downturn

Our Initial Thoughts The market sell-off that began in earnest on Friday 2 February appears initially to have been an adjustment of investor sentiment. Particularly since the passage of significant tax cuts in the US…

Consider Last Week’s Correction a Clear Warning

We suspect that most experienced investors fully expected a correction in equity markets at some point (markets don’t go up in a straight line forever), however the ferocity and damage caused by the recent sell…

Surging ahead

Private equity investment companies have recovered strongly following the global financial crisis. Over 1, 3 and 5 years, the average investment company in the Private Equity sector has returned an impressive 21%, 66% and 117%…

25 years in closed-ended funds

Financial freedom - or the ability to own your home, choose how you work and when you retire - may seem out of reach to many young people today. High house prices, insecure jobs in…

Small is beautiful

It has become commonplace to say that the UK is facing uncertainty: from its borders, to its trading arrangements, to its political make-up, Brexit brings plenty of potential pitfalls. In theory, UK smaller companies should…

Patience is a virtue…

Though they have enjoyed a strong rebound over the course of 2017, uncertainty continues to dog UK smaller companies as a result of increasingly poor economic data and ongoing – and seemingly futile – Brexit…