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
Conservative Victory – how much further upside for UK assets?
The Conservatives have won 364 seats and their largest majority since 1987. Not surprisingly UK markets have reacted favourably now the spectre of a hard-left Labour government has disappeared. At … Read More
Kingswood ends transformative year with senior promotions and appointments
• Leigh Philpot assumes the role of Head of Wealth, Rupert Thompson promoted to Managing Director and Chief Investment Officer and David Winckler becomes Associate Director • Paul Surguy joins Kingswood from Kleinwort … Read More
Conservatives on track to win a majority
Equities remain hostage to the incessant swings in sentiment over the state of the US-China trade talks. Last week started with Trump saying it might be better to wait until … 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
The UK – not quite out of the woods yet
With under three weeks to go to the UK general election, it is looking increasingly likely that the Conservatives will be returned with a majority. They remain at least 12% … 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
Equities pause for breath
Equity markets ended last week little changed. Investor focus remained firmly on the steady, but often conflicting, stream of sound-bites regarding the state of US-China trade negotiations. While progress remains … Read More
Kingswood presents investors with an opportunity to achieve returns
• finnCap recently released detailed research note on Kingswood prospects • With underlying sector tailwinds across both UK and US markets, company deemed set to achieve outsized returns for investors … Read More
Adding to equities
The ‘risk-on’ move in markets continued last week with global equities rising a further 1% or so in local currency terms, led by Emerging Markets and Asia. Government bond yields … Read More