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Value vs Growth: Don’t time the cycle, but be aware of your downside

Value vs Growth: Don’t time the cycle, but be aware of your downside

In the US, and more globally, growth has been the standout equity style bias from a performance perspective. Despite numerous false starts value has tried to stage a comeback, only to falter after a…

Global Income – Bull/Bear

Global Income – Bull/Bear

It is almost axiomatic to say that confining oneself to the UK market means ignoring a huge global investment opportunity set. This is as true for income seekers as for any other market participant…

Capitalising on digital and demographic trends in the property market

Capitalising on digital and demographic trends in the property market

The rise of e-commerce can arguably be traced back to 1995, when Jeff Bezos boxed up and shipped the first book sold on Amazon.com from his Seattle garage. Since then, almost all major retailers have…

COGITO ERGO SUM - Will computers make our jobs redundant?

COGITO ERGO SUM - Will computers make our jobs redundant?

Descartes’ phrase “I think therefore I am” implies that our ability to think and rationalise is the only undeniable proof of existence. By thinking, I think he meant self-awareness. It is enjoyable,…

Consumer confidence raises growth prospects in the US and Euro-zone, but less positive signs in the UK

Consumer confidence raises growth prospects in the US and Euro-zone, but less positive signs in the UK

As we approach 2018, the global economy is maintaining strong momentum. In the US, a robust economy is boosting consumer confidence which rose to a 17-year high in November. This may result in higher…

Investment Commentary - December 2017

Investment Commentary - December 2017

Investment Commentary - December 2017 Please select the above document link to download our latest Investment Commentary

The Ballad of East and West

The Ballad of East and West

I recently overheard a conversation that made me think that when investment purists debate their preference for fundamental or technical analysis they miss the point. Using the two in combination is…

Autumn Budget 2017 Summary

Autumn Budget 2017 Summary

Autumn Budget 2017 Please select the above document link to download our summary of the key announcements made in the Chancellor's Budget.

Autumn Budget 2017: Enterprise Investment Schemes

Autumn Budget 2017: Enterprise Investment Schemes

We view the Budget as being broadly positive on the basis that existing tax reliefs and holding periods for EIS are unchanged.  The reliefs on income tax, capital gains tax and inheritance tax…

Autumn Budget 2017: Chancellor misses opportunity to address pension tax relief imbalance

Autumn Budget 2017: Chancellor misses opportunity to address pension tax relief imbalance

This Budget was heavily flagged to be about helping young people, and one area where young people are undoubtedly worse off than today’s retirees is in their pension prospects. The Chancellor missed…