Newsletters
Quarterly Newsletter - Summer 2021
COVID-19As this is written on the so-called “freedom day” – a bit of a misnomer, methinks! – we find it increasingly difficult to understand what our government is trying to achieve. There are so many mixed messages coming from the PM himself, his Cabinet colleagues, his backbenchers, politicians from different parties and, of course, the medical experts.Pandemic has now become ‘pingdemic’, with m...read more
Download print friendly PDF
Quarterly Newsletter - Spring 2021
2021 was never likely to repeat the huge gains seen during the second half of 2020 as markets recovered from the lows of March. Momentum was particularly in evidence among large cap technology stocks, which were seen as beneficiaries of lockdown restrictions. Last year, funds with a more value or income driven bias were left behind as most indices posted comfortable double-digit gains.This year st...read more
Download print friendly PDF
Quarterly Newsletter - Winter 2021
The American Presidential Election
The Americans have a new president. President Joe Biden has an exceedingly difficult job on his hands. Faced with a deeply divisive, divided nation, quite apart from an escalating Covid-19 crisis, he used his inaugural speech to plead for unity. That is a tough call: over 74 million American voters chose the incumbent in November’s election, and a larg...read more
Download print friendly PDF
Quarterly Newsletter - Autumn 2020
We guess that once you have read our Quarterly Newsletter, it may well end up in the wastepaper basket. A bit like your daily newspapers, perhaps? If, on the other hand, you still have the Spring 2020 Newsletter we wrote back in April, you might want to reread the first page. Virtually everything we said at the time still applies today. In other words, we are still none the wiser where this C-19 p...read more
Download print friendly PDF
View Archive
