Investment Outlook 2017 was another year of political shenanigans, from the ill-advised UK election, continued uncertainty related to Brexit, and Trump’s squabbles with almost everyone (both sides of Congress, North Korea, and others). These headlines generated a lot of noise, but with hindsight it is clear that there was very little change of any significance. […]
Wealth Managers reveal their top stock picks By Eleanor Mahmoud, Citywire Wealth Manager, 26 January 2018 DIAGEO (DGE.L) ‘We invest primarily in funds, but one stock I would highlight is Diageo. The shares cannot be considered cheap at over 22x forward earnings, but strong growth is set to continue in emerging markets, where the aspirational middle class […]
SCD rebrands to Oakham Wealth Management amid plans to widen distribution Strategic partnership with Ventre and Zagame Natalie Kenway 15th December 2017 SCD&Co, the wealth management business that has set up a strategic partnership with John Ventre and François Zagamé for their new venture KallCap Solutions, is set to rebrand to Oakham Wealth Management as it […]
We are not in the habit of being irrationally optimistic, or bullish, given the unpredictable nature of investing and the world in general. However, despite the relatively chaotic political backdrop which the west has experienced over the last year, the health of the global economy has gradually improved. Although the UK has retreated from a […]
Over the last 12 months, political events around the globe have certainly given us all plenty to think about. The UK election was triggered, supposedly, to encourage stability and promote certainty, but evidently the very opposite outcome has occurred. Thankfully, from an economic perspective at least, a weak government doesn’t necessarily mean weak growth. In […]
2016, a year of surprises 2016 was a year of political change and uncertainty. The UK’s decision to leave the European Union and the US election of Donald Trump were certainly unexpected events, but it was perhaps more surprising that equity markets eventually reacted positively in both cases. Twice in 2016 we saw a dramatic […]
Well, it happened… It is fair to say that most of the world is in a state of disbelief today. It would be comical if Donald Trump’s victory wasn’t such a surprising indictment of the state of US politics. 24 hours ago it was expected that the Republicans would be in disarray following the election, […]
After significant political fallout and numerous high profile resignations on both sides of the House, we now know that the next Prime Minister will be one of two people. Theresa May, who was broadly in favour of Remain, is currently most likely to win over Andrea Leadsom who is firmly in the Brexit camp. However, […]
No need to panic: As ever, markets don’t like uncertainty. However, they have not moved excessively or unreasonably today. While the betting odds have, for several months, suggested strongly that the UK would vote to Remain, the narrow margins shown in recent polls will have encouraged investors to build either eventuality into their expectations. Our investment […]
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