Insight

Lockhart awarded Corporate Chartered status

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…

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Lockhart Capital announces continued support for Impetus

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…

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Lockhart Capital – Q3 2020

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…

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Spears 2020 HNW Wealth Managers Top Recommended

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.

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Lockhart Capital Management Market update – 22 May 2020

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…

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Lockhart Capital Management Market Update – 24 April 2020

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…

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Lockhart Capital Management Market Update – 17 April 2020

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…

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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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