It is impossible to predict the outcome of geopolitical events; they can have a material impact on markets, although rarely for very long periods. Our approach is to build broadly diversified
portfolios to protect against the risks, and ride out the volatility, while taking opportunities to add to risk assets in the event of sharp sell-off
The week ending 4 October showed global economic conditions increasingly influenced by easing inflation and persistent growth concerns, prompting central banks to adopt more cautious or easing stances.
“There appears to be several reasons other than the greater availability of private capital to motivate a business
to choose to stay private.”
“Geopolitical factors will likely take center stage again, particularly with upcoming US elections and ongoing fiscal challenge”
“Our dream investment is in an “economic compounder” but at a market valuation materially below
our estimate of its intrinsic value and
true worth.”
The only questions on investors’ minds are whether the first cut in September will be 25bps or 50 bps and the subsequent pace of cuts
“Exclusions and sustainable investing
doesn’t just mean saving the planet or driving positive change, but also
makes investment sense which can lead to better returns.”
“Overreliance on narrow definitions of value should be cautioned, but after its tough slog, value’s next innings
might be one of its finest to come”
We have a new way to manage your money. Sit back and let your money grow over time in portfolios
constructed by our finance experts.
Save for the good stuff. Holidays, homeware, whatever your saving goals are, we will help you work towards them. It’s what we do. Aim higher.
With over 30 years of wealth management experience, we are good at this.
