by Leigh Stephens | Oct 10, 2019 | Latest News
With the focus very much on short term issues in the UK and US, we believe investors are missing key longer-term implications being highlighted in government bond markets. Government bond yields around the world have continued to fall even whilst economic growth has...
by Leigh Stephens | Sep 25, 2019 | Latest News
The period in which we live is drenched in contradictions; political, economic and financial. The poor old White Queen has been dragged from the pages of Through the Looking Glass to declaim on believing “six impossible things before breakfast” more times than we can...
by Leigh Stephens | Sep 12, 2019 | Latest News
Over the last few days, the news has been largely negative – from the rising risks of a no-deal Brexit to Boris Johnson’s suspension of parliament and a falling sterling. We have highlighted many times before that the noise created by political events must be blocked...
by Leigh Stephens | Jul 25, 2019 | Latest News
Boutique investment firms have become increasingly more attractive in the wealth management marketplace in recent years because their managers, who often have left larger, more- traditional work environments, tend to have a great passion for markets and investing....
by Leigh Stephens | Jul 11, 2019 | Latest News
It is often written that “uncertainty creates opportunity”. While this sounds trite, it is nevertheless true. Uncertainty can create opportunity through low prices. All investors know that Brexit has effected the UK equity market negatively; this is not however a one...
