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Our latest investment news, stock spotlights and expert opinion.
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3rd Dec 2020
Emma Parkes joins the LEGASEA Mentorship Programme, a unique scheme providing valuable support to existing and aspiring yacht crew.
News
Last month we ended with the great adage from Batman: The Dark Knight, ‘The night is darkest just before the dawn. And I promise you, the dawn is coming’
Market Commentary
26th Nov 2020
This period covers the US Presidential Election and lots of COVID-19 vaccine news when risk assets generally have jumped with relief.
Portfolio Activity
24th Nov 2020
November has seen some of the biggest concerted price moves in my career, with the FTSE 100 up 14% since Halloween.
Viewpoint
23rd Nov 2020
The result of the US Election saw no blue wave so the status quo maintains from a stimulus perspective (despite the current spat) and any future Governor of the Fed is likely to be as accommodative.
19th Nov 2020
This period since our last commentary has covered the dip into (apparent) maximum uncertainty to the end of October followed by a much happier tone to date.
18th Nov 2020
The four weeks since our last commentary have witnessed some dramatic changes in the macro backdrop to asset markets, with a much more positive tone.
13th Nov 2020
The four weeks since our last commentary have been eventful - all the major markets sank to the end of October, worrying about a steep rise in COVID-19 cases in the West along with the impending US Presidential Election.
11th Nov 2020
October was a rough old month for UK markets as the reality of Lockdown 2.0 came home to roost.
6th Nov 2020
October saw plenty of activity in both the primary and secondary markets.
5th Nov 2020
It has never been easier to bury your head in the sand and give in to the gloom that currently surrounds us.
29th Oct 2020
The past five weeks have seen some significant moves for a number of the holdings in the Global Equity Fund, though little change in the Fund’s price.
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