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.

Below are the latest updates on the markets from our Investment Desk.

Note from the CIO 27th May

Note from the CIO 27th May

The first real pandemic in 100 years, the bursting of a credit and asset bubble that everyone believed in, and the incredible speed of the reversal has left many people bewildered, confused and grasping at straws. It is natural for human nature to look for hopeful outcomes at a time […]

Note from the CIO 17th May

Note from the CIO 17th May

Financial markets have rallied since April, with investors growing confident that economies will turn around quickly from the fallout from the pandemic. Their optimism has grown stronger in recent weeks as various countries have started to ease lockdown restrictions and tentative signs of stabilisation have emerged. Daily activity trackers from […]

Note from the CIO 27th April

Note from the CIO 27th April

Since the last time I wrote, financial markets seem to have returned to a calmer state, certainly when compared to the moves in March. Having said this, there is nothing calm about what is going on: We now have confirmation that we are facing the greatest economic contraction since the […]

Q2 2020 Macro Outlook – From Growth, to Unprecedented Global Contraction, to Recovery

Q2 2020 Macro Outlook – From Growth, to Unprecedented Global Contraction, to Recovery

The nature of the economic shock experienced in recent weeks is unparalleled, with governments driving economies into recession in order to deal with a public health emergency. The impact on markets has been equally severe and despite some more recent relief for asset prices, a great deal of uncertainty remains, […]

London & Capital Investment Update Q&A

London & Capital Investment Update Q&A

Over recent weeks the global economy and financial markets have experienced an unprecedented shock. In recent times there has never been a situation like COVID-19, which has resulted in, not a slowdown in the global economy, but a lockdown. Financial markets have struggled to process these uncertainties and although there […]

Equity Markets Thoughts And Observations

Equity Markets Thoughts And Observations

Over the last five weeks, equity markets have experienced an unprecedented and unique environment. There has never been, in recent times, a situation like COVID-19 which has resulted in, not only a slowdown in the global economy, but a lockdown. Equity markets have struggled with how to process this situation […]