Letter

Investor Update February 2021

Commentary The two words I have heard most often to describe the current state of the global economy are “strange” and “interesting”. In the UK, despite the mishandling of the pandemic, the government have been very effective at vaccine procurement relative to Europe....

read more

Investor Update 20th August 2020

We continue to live in strange times although the end is in sight as far as the pandemic is concerned. What is amazing is the lack of interest in Brexit given how it had dominated the media coverage and houses of parlament over previous few years. The virus has...

read more
Investor Update 16th June 2020

Investor Update 16th June 2020

Re-emerging   Although we are well through the first phase of the pandemic and there is relative calm we need to be prepared for the next challenge. Even if there is no second wave of infection in the autumn it will be a time when it will be much easier to see the...

read more

Investor Update 23rd April 2020

Welcome I hope you are all keeping well at this very challenging time. One positive result from this disruption is that we are all keenly aware of the people supporting our basic existence who, if previously overlooked, are now at the forefront of our attention,...

read more

Coronavirus – Market Update 2nd April 2020

Context Everyone says that we are living in unprecedented times which indeed we are. The stock market has just experienced the most rapid fall ever due to the virus and the sheer speed has been extremely unsettling for all investors. As at the date of writing the fall...

read more

Coronavirus

For more than thirty years we have invested our client's money through the events of Black Monday (in which FTSE 100 fell by 27% over 12 days), the Dotcom bubble, the tragic events of 9/11 and war in Iraq (FTSE 100 fell by 48% over 27 months). During the Credit Crisis...

read more