Trade to remain centre stage

The initial market reaction to the thumping majority gained by the Conservatives was pretty much as expected. UK equities rallied across the board, with domestically focused sectors and small/mid cap … Read More

A sense of perspective is key

After two weeks of little change, the rally in global equities resumed last week. US-China trade negotiations remain centre stage and the presumption is very much that a limited deal … 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