Sustainability and Responsible Investing

Tiziana Maida, Head of Research, 26th May 2020 Responsibility has long been a fashionable by-word to most investment portfolios. Some date its start back to the 70s, with the Quakers’ movement prescribing exclusion of “sinful” companies (arms, oil and gas), others point to South Africa’s apartheid period as a pivotal moment, when investors began divesting

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What Returns Should You Reasonably Expect?

What returns should you reasonably expect from your investment portfolio in the future? This is a question we are often asked not least because we are 10 years into an economic expansion and we have just come off a strong year for equity markets. Does this mean this year’s returns will be lower? What about

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Priceless – Chinese Chequers

Ros Price, Investment Committee Member. It is over a year since President Xi became President for life at the People’s Congress and at this spring’s meeting his power base was if anything consolidated even further. But there were some points of interest regarding the direction of the economy which are easy to have missed in

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Priceless – Tidings of Comfort & Joy

Ros Price, Investment Committee Member. It’s the time of year when – at least until MiFID ll rule changes allow starting next January – when fund managers have inboxes deluged with the outlook for next year. Most make quite turgid reading I am sorry to say and that’s not just the content, but the writing

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Priceless – Ten Years On, What Did We Learn From The Crisis

Ros Price, Investment Committee Member. To those of us who were working in financial markets then, it seems as if it were only yesterday that the financial crisis started to emerge in the summer of 2007 with the implosion of a couple of hedge funds which specialised in so-called sub-prime debt . Where did the

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Priceless – Be Careful What You Wish For…

Ros Price, Investment Committee Member. Following the Great Financial Crash of 2007/8 here in the UK, inflation first rose above the Bank of England’s 2% target as the economy struggled to come to grips with the calamity that had befallen it. Interest rates were slashed globally and unconventional monetary policies were introduced by central banks

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Hindsight Is A Wonderful Thing….

Sometimes it would be helpful in this business to have a Delorean style time machine. Occasionally, though, it would do no good at all. If we had been able to magic forward to lunchtime on June 24th and see the result of the referendum vote and the impact it had on markets we would have

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The Morning After

The polls were right. In the end, what they predicted to be a tight 50/50 decision went the way of the Leave campaign. Financial and betting markets had expected that when people came to put pen to paper a preference for the status quo and the health of the economy would mean Remain would carry

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