Category: Industry comment

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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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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