Embracing volatility

Equities Forum 21/02/2018  

The abrupt reversal of equity markets in the last few weeks has sent shivers down investors’ spines, particularly as momentum was the dominant factor behind the rally that preceded it…. Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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The Equities Forum

14/06/2016  

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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US tax reform – unleashing of ‘animal spirits’?

Equities Forum 07/02/2018  

In this month’s update Ritu Vohora, Investment Director, looks at the implications for US tax reform on equities. How much is priced in already and will the new fiscal stimulus… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Equities Market Perspective: It ain’t over yet – macro trends remain supportive

Equities Forum 08/01/2018  

In this month’s update Ritu Vohora, Investment Director, looks at what effect macroeconomic events this year could have on equities.

What a difference a year makes! UK smallcap 2017 review

Equities Forum 13/12/2017  

When I sat down to write my review of 2016 I had to admit that it had been a tough year for smaller company fund managers as the sector’s median… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Equities Market Perspective: Not just a stocking filler: 2017 – a year of resilience

Equities Forum 08/12/2017  

In this month’s update Ritu Vohora, Investment Director, looks at what has driven the ‘most hated bull market in history’ and asks how much further it has to go.

UK equities – the silver lining to the Brexit cloud

Equities Forum 24/11/2017  

After making a lot of money, people get emotional and in what I term ‘the BBQ effect’ they want to share these feelings – this causes those who have missed out to be jealous. Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Beware the BBQ effect!

Equities Forum 08/11/2017  

After making a lot of money, people get emotional and in what I term ‘the BBQ effect’ they want to share these feelings – this causes those who have missed out to be jealous. Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Equities Market Perspective: How far can the pendulum swing towards active?

Equities Forum 03/11/2017  

In this month’s update Ritu Vohora, Investment Director, looks at why the case for Japan is the strongest it has been in many years. Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Is the reflation trade back on?

Equities Forum 19/10/2017  

The reflation trade has regained traction in recent weeks with global bond yields rising and renewed discussions in the US on tax and regulatory reform, promising a fiscal boost. Added… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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