We are delighted that Jenni Currell FPFS was awarded Paraplanner of the year at the Personal Finance Society Awards last night. This award is so well deserved and reflects the fantastic work and support that Jenni provides to Lockhart Capital Managements clients. We are very proud of you Jenni!
I am delighted to share the news that Lockhart Capital Management has recently been accredited with the prestigious Corporate Chartered status. This is an exclusive title only awarded to firms that meet the rigorous criteria relating to professionalism and capability. Firms must ensure that staff members acquire and retain the necessary knowledge and skills to…
Lockhart Capital Management LLP is proud to announce that it will renew its support for Impetus for a second year through 2020. Impetus which through its work with 20 UK charities supports young people from disadvantaged backgrounds by ensuring they get the right support to succeed in school, in work and in life. In these…
Bide “n” Time? We do not invest in a vacuum, there is always a context, and with it a direction of travel. As our clients know, we tend to view this context through the prism of socioeconomics and the ebb and flow of the political scene. For a couple of decades our opinion has…
We are proud to announce that Founding Partner Chris Cole has been included in the 2020 Spears Index of Wealth Managers annual ranking of top advisers protecting and growing the wealth of HNW and UHNW clients worldwide.
We are currently living and investing through the most uncertain and strangest of times. The hugely-experienced and well-regarded Jim Stack at InvesTech Research in the US, states that “the past couple months are unlike anything we’ve seen in our historical experience… or archival data”. Simply put, there has never been a time in modern history…
Investors are still struggling to come to terms with an extraordinary collapse in economic activity, its unprecedented speed, and the fact that we are likely to be teasing out multi-order consequences, and unintended ones, from the various policy responses, for years to come. Economic data is already the worst since the Great Depression of the…
Markets are not as volatile as they were last month (March), but then that was the most volatile month in stock market history. Furthermore, last week was the best week for the US equity market since 1974, so, extraordinary movements are still with us, and as befits the lack of clarity around the COVID-19 virus…
This week kicked off with the market weathering its largest sell-off so far, from retail investors, after the worst ever 5-week run for global equity markets. However, during this period there had already been some mild signs of internal stabilisation within the financial markets and with equities registering significantly oversold positions. Subsequently we have just…
Since our note last week, the news on the progress of Covid-19 has unfortunately got worse. The policy response however is finally improving, and quite rapidly (though not yet rapidly enough), and with resulting measures that are positive from a public health perspective, but negative in terms of economic outcomes. Hopefully this can be contained…
