Portfolio Manager, Blair Campbell, looks at the changes taking place in the UK and where opportunities lie.
Rewind to the 4th Quarter of last year when numerous commentators and analysts were calling an end to arguably the longest bull market in history – certainly since World War II – with major indices, such as the S&P quadrupling since the lows of 2009. Since the end of Q4, and as we approach the
In a recent Weekly Comment entitled ‘The Big Picture US Interest Rate Debate ’ penned by Scott Campbell (no relation to your modest scribe), the article underlined that we are in the early stages of a multi-year period of rising US interest rates. What wasn’t touched on, however, is the divergence in monetary policy currently
We are one week into the Football World Cup and I thought it might be interesting to assess the correlation, if any, between a nation’s stock market and macroeconomic picture to their form at the 2018 tournament and whether this could give us an indication of a possible winner. We will start by looking at
I recently returned from an investment forum hosted in London, at which various fund managers and investment professionals presented on technology and innovation as a disruptor within industries and economies. One presentation was of particular interest, not least because it combines two themes we have implemented within our private client models: technology and India. We