Category: Industry comment

Chartered Financial Analysts Environmental, Social & Governance Conference 2019

“Robert Seachoy, Portfolio Manager attended the CFA ESG conference in London on 29 October 2019.  This sold out conference focused on the growing demand for ESG integrated investment practices and how the investment profession is still at an early stage in establishing best practices in this area. The conference focused on where and how investment…

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Gold can strengthen defensive portfolio amid market fears

By Ima Jackson-Obot (Financial Advisor) – 21 October 2019 Building up exposure to gold can strengthen defensive investment portfolios, according to investment experts. This is because the way defensive portfolios have traditionally been set up means they are unlikely to be fit for purpose in a volatile market. Adrian Lowcock head of personal investing at Willis…

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Asset allocations over the next 10 years

By Ima Jackson-Obot (Financial Advisor) – 19 September 2019 Globally events are dominated by the US-China trade war, while closer to home, it is all about Brexit. What does this mean for investors, and the assets they allocate to, over the next ten years? Outlook for bonds The outlook for bonds over the next decade is…

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Frontier markets offer high growth and low valuations

Investors’ nerves were tested in 2018 in what proved to be a challenging year for markets across the globe. And frontier markets – developing economies that are considered less mature than emerging markets – were no exception. In 2018 MSCI Emerging Markets index fell 9.2 per cent, MSCI Frontier Markets index dropped 11.2 per cent…

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Three ways to spot a recession before it happens

We asked investment managers to highlight the key indicators to watch ahead of a recession. Investors could be forgiven for feeling nervous as we approach the end of 2018. The FTSE 100 is down 7.2% since the start of the year and it’s difficult to ignore the stream of negative headlines which continue to haunt…

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The Crypto Revolution

It’s an instructive exercise to enter the halls of a UK wealth management firm and ask the people there what they think of cryptocurrency writes Christopher Jackson (Spears). “In theory they are interesting,” adds Andrew Wilson, CIO of Lockhart Capital, “and we can absolutely see why a slightly younger investor might benefit from tucking away…

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SPEARS Revealed: The leading wealth managers of 2018

There are new entrants to the UHNW and HNW top tens of the Spear’s Wealth Managers Index, after another fascinating bull market year, writes Christopher Jackson. The wealth management industry can sometimes seem sedate and slow to embrace change. But make no mistake, beneath the calm veneer of your wealth manager there is a man…

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The importance of process in creating real positive returns

The current challenge for all investors is how to grow real purchasing power, from a starting point of high valuations and below average prospective returns. Accepting market performance over the next decade, even from the most clearly articulated of investment processes (where there is such a thing) may not cut it and if so could…

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Major correction likely in 1H18

A major correction is likely in 2018, and probably in the first six months of the year. That is according to Andrew Wilson, Chief Investment Officer at Lockhart Capital Management, who says he is qualitatively bearish at the moment. Speaking to Bloomberg Daybreak Europe’s Caroline Hepker and Markus Karlsson.

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