March 2021

As we know, Covid acted as a catalyst for the technology sector, leading to the strong performance enjoyed by our clients last year. As we have mentioned…

February 2021

There is much comparison in the media between pre-Covid market highs and post-Covid market highs, this is a pointless comparison for one astonishing…

December 2020

In a year when the word ‘unprecedented’ has been used an unprecedented number of times, the first half of November was full of unprecedented news. The…

October 2020 Update

Since 1932, an incumbent US president has never failed to win re-election, unless a recession has occurred during their time in office. If Trump loses…

September 2020 Update

Equity markets have been relatively quiet since June, with the big news being the devaluing US Dollar and the gold price. Our portfolios have all…

JUNE 2020 UPDATE

Early in June we had a continuation of rising prices for risk assets as expectations of a decent economic recovery were underpinned by further lockdown…

‘Don’t Fight The Fed’

In markets there are certain truths which are learnt (and often forgotten).

May 2020 Update

2020 continues its extraordinary trend and, so far, April has taught us that the price of oil can in fact go negative. With oil storage facilities around…

April Update 2020

March 2020 was a long month. Whilst it made our jobs here more exciting than normal, sadly there has been human tragedy. I suspect that we are all a bit…

Corona Update March 2020

"In a crisis, be aware of the danger - but recognise the opportunity." JFK (irony acknowledged).