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AIM-IHT Portfolio Service Newsletter – November 2018
12 November 2018Please see our first AIM IHT Newsletter. Given the scale of the market’s recent movements, we felt it more appropriate to revise our data to the 30th October. In future, this will become a quarterly feature. Text extract: October provided us with a tricky start to the final quarter of 2018. Careful stock screening and […]
Be Careful What You Wish For
13 June 2017Strong and Stable – a tag that will forever haunt PM Theresa May. Having called a snap general election on the mandate of a ‘strong and stable leadership’, Theresa May’s seemingly low-risk decision has spectacularly backfired, with her party failing to win a majority and leaving the country in political turmoil. A combination of policy […]
Alpha Election Special!
19 April 2017Snap! Theresa May must have been studying recent polling data with the Conservative Party on 42% and the Labour Party on 27%. This fact, together with attempted opposition party meddling in her Brexit negotiation process, has forced her to ‘call their hand’, with a snap general election on June 8th. Sterling has perked up on […]
It’s a new dawn a new day
6 January 2017We have pleasure in providing you with our investment insights for 2017.
Alpha Bites Special – Episode IV – A New Hope
25 November 2016The most highly anticipated message from our ‘new’ administration has come and gone. Was it a statement or a budget? Did it reassure or confuse? Are you feeling over or underwhelmed?
US Election Special
14 November 2016How have the markets reacted to President Trump?
Open for business and up for sale
19 July 2016UK Technology Company and FTSE constituent ARM Holdings is being taken over in a record breaking £24bn deal.
The Darling Buds of May
11 July 2016If a week is a long time in politics I would suggest that the last 24 hours must have felt like an eternity for Andrea Leadsom.
The EU Debate – Doing the hokey cokey?
1 March 2016The current in/out debate, reminds us of the old song ‘doing the Hokey Cokey’.
In, out, in, out, you shake it all about….
Storm Clouds
15 February 2016‘Acknowledging the risks but mindful of the opportunities’
We have much to be thankful for
30 October 2015A review of the last six months and the prospects and outlook for the remainder of 2015
Our approach to lower risk investing
1 April 2015We have recently received a number of approaches enquiring about the recent moves in the fixed interest market and for our take on things.
Investment Themes for 2015
10 December 2014Successful investing for 2015
Q1 Market Disappoints – Emerging Concerns
22 April 2014Events during the quarter focussed investor attention very much on the emerging markets, with a number of these countries seeing some quite profound volatility within their financial markets.
2014 The Start of the Road to Normal
16 January 2014As 2014 commences it appears that the foundations may now be in place for a more robust global economic backdrop.
2013 It Started with A Cliff
16 January 2014Many of the challenges present at the start of last year still linger and represent investment hurdles that we need to be conscious of when looking forward today.
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