Preparing for inflation 2.0
My column ‘Preparing for inflation’ (13 March 2021) outlined why future asset allocation needed to reflect a changing investment landscape. Portfolio construction up to that point, indeed since first penning […]
We are specialists in managing investment trust focused portfolios which are complemented by a carefully selected range of exchange-traded funds (ETFs). We provide financial planning, advice and discretionary investment management services to individuals (including ISAs, JISAs, GIAs, Onshore & Offshore Bonds), companies, pension schemes (including SIPP & SSAS), Trusts and Charities. We offer leading expertise and pride ourselves on providing clients with exceptional levels of personal service
My column ‘Preparing for inflation’ (13 March 2021) outlined why future asset allocation needed to reflect a changing investment landscape. Portfolio construction up to that point, indeed since first penning […]
A theme running through these monthly columns is to seek situations where there has been a disconnect between sentiment and fundamentals – and, in all humility, suggest opportunities when the […]
It was great for Chris to contribute to Asset TV’s latest Investment Trust Edge episode – ‘A Changing Investor Landscape’. Please use the link below to watch the video. Link […]
My column last month (‘The great rotation’, 25 April 2025) reminded readers that, while the portfolios have been overweight UK equities relative to benchmarks, they have been underweight equities for […]
We live in interesting times. The introduction of tariffs by the US Administration poses a key question as to how portfolios should be positioned at a time of heightened economic […]
Until recently, sentiment towards the continent’s equity markets had long been poor for various economic and political reasons and not been helped by Russia’s invasion of Ukraine. Yet, while not […]
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