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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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.

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.

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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Equities Market Perspective: Time to look at opportunities in Japanese equities?

Equities Forum 07/09/2017  

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.

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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Can the slowdown in UK life expectancy save company pension deficits?

Equities Forum 25/08/2017  

Earlier this year, data from the UK’s Continuous Mortality Investigation Mortality Projections Committee showed that life expectancy improvements have slowed dramatically. Initially thought to be a blip in the data,… Read more »

The nonsense of pension fund accounting

Equities Forum 11/08/2017  

Last October, my colleague Tom Dobell wrote about the absurdity of how companies are forced to treat their long-term pension liabilities. After another couple of reporting periods characterised by falling… Read more »

Equities Market Perspective: Cyclicals take firm grip on leadership of equities rally

Equities Forum 04/08/2017  

In this month’s update Ritu Vohora, Investment Director looks at what is driving the momentum in cyclicals.

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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