Category: Industry comment

Lockhart Capital Management Market Update – 27 March 2020

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…

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Lockhart Capital Management Market update – 20 March 2020

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…

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Lockhart Capital Management Market update – 13 March 2020

There has been what can only be described as pandemonium in financial markets this week, the fastest ever bear market (20% decline), from all-time highs, and the worst individual day for equity markets since October 19th, 1987.  This has been predicated on the progress and spread of the Coronavirus, the unfortunately timed oil-price war (Saudi…

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Lockhart Capital – Q4 2019

En passant – debt, risks, and unintended consequences We will circulate a shorter-term piece on markets, valuations and opportunities, early in 2020. Here, however, we look to assess structural risks, the morphing of one debt problem to another, and the reality of unintended consequences. We will also touch upon the changing political landscape (extremism and…

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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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Lockhart Capital Q1 2019 Outlook

“Context is everything”; so, what is the backdrop in 2019 to advising on generational wealth, and where do we see the risks and investment opportunities? “The fall of Rome seemed unthinkable to people at the time, but inevitable to historians reflecting on it with the benefit of context” – Mary Pilon (author) Globalisation is on…

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