Newsletters
Quarterly Newsletter - Winter 2022
Ukraine It has long been known that Vladimir Putin wishes to rebuild Russia into the equivalent of the former USSR by trying to destabilise the West (particularly the US and Europe). He does not want to recreate a superstate, but he wants influence and control over the previous Soviet Republics, particularly those abutting Russia’s border towards the West.In that he has been quite successful, la...read more
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Quarterly Newsletter - Autumn 2021
When we penned our Summer Newsletter in mid-July, we knew that a withdrawal of the American military and the rest of NATO forces from Afghanistan was in the offing. It was generally accepted that the baton would be handed over to the Afghan army, and based on the Doha Agreement, signed by the then US president Trump and the Taliban leadership at the end of February 2020, the dialog between t...read more
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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
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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
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