We believe it is possible to outperform the market over the medium-term by understanding global macro-economic trends, translating our analysis into active asset class and sector views, and building portfolios biased towards quality and minimising downside risk.

We do not believe in constraining portfolios to benchmarks, we prefer to target client objectives and measure risk in terms of potential loss rather than deviation from prescribed allocations. In the pursuit of enhanced risk adjusted returns we consider it equally, if not more important, to avoid investment pitfalls as it is to select attractive return opportunities.

See below for all our latest market updates:

January Monthly Commentary

AndPapers Q1 2021 – The start of the end or the end of the beginning?

December Monthly Commentary

Note from the CIO 10th November

October Monthly Commentary

September Monthly Commentary

AndPapers Q4 2020 – Central Bank Mantra ‘Low for Longer’

Q3 2020 Macro Update

Note from the CIO 17th June

Note from the CIO 27th May

Note from the CIO 17th May

Note from the CIO 27th April

London & Capital Investment Update Q&A

Q2 2020 Macro Update

Equity Markets Thoughts And Observations

The demise of Fixed Income after a 30-year bull market?

Q1 2020 Macro Update


To speak to a member of the US Family Office, please give us a call on  +44 (0) 207 396 3388
or email invest@londonandcapital.com


Disclaimer: The value of investments and any income from them can go down as well as up and investors may not receive back their original investment amount. This communication is for information purposes only. It is not intended as a personal recommendation of particular financial instruments or strategies and it does not provide individually tailored investment advice. This document provides the views of the London & Capital Investment Team examining the fundamental background, economic outlook and possible effect on asset markets. This document is not an invitation to subscribe and is by way of information only. Nothing contained herein constitutes investment, legal, tax or other advice nor is it to be solely relied on in making an investment or other decision. If you are considering investing, you should consult your London & Capital adviser. The views expressed herein are those at the time of publication and are subject to change. Correct at time of going to press.
London and Capital Asset Management Limited is authorised and regulated by the financial conduct authority, 12 Endeavour square, London, E20 1JN. Firm reference number 143286. Registered in England and wales, company number 02112588. © London and Capital Asset Management Limited. All rights reserved. London and Capital Wealth Advisers Limited is authorised and regulated by the UK Financial Conduct Authority (firm reference number 120776) and by the U.S. Securities and Exchange Commission of 100 F street, NE Washington, DC 20549, with sec firm reference number 801-63787. Registered in England and Wales, company number 02080604. © London and Capital Wealth Advisers Limited. All rights reserved.