With under three weeks to go to the UK general election, it is looking increasingly likely that the Conservatives will be returned with a majority. They remain at least 12% … Read More
Thoughts on the UK election
We have recently added to our UK equity holdings, eliminating our longstanding underweight. Although uncertainties undoubtedly remain, our view is that the risk of the two most market unfriendly outcomes … Read More
Equities pause for breath
Equity markets ended last week little changed. Investor focus remained firmly on the steady, but often conflicting, stream of sound-bites regarding the state of US-China trade negotiations. While progress remains … Read More
Kingswood presents investors with an opportunity to achieve returns
• finnCap recently released detailed research note on Kingswood prospects • With underlying sector tailwinds across both UK and US markets, company deemed set to achieve outsized returns for investors … Read More
Adding to equities
The ‘risk-on’ move in markets continued last week with global equities rising a further 1% or so in local currency terms, led by Emerging Markets and Asia. Government bond yields … Read More
Global equities break higher
Following a couple of failed attempts in July and September, global equities finally last week broke clear of their January 2018 high. Importantly however, at least for UK investors, the … Read More