Research and articles

Links to articles and research pieces will be placed here. They might be about ethical investment or about more general matters. These are not necessarily recommendations but might be items that are simply interesting or thought provoking.

April 20, 2017

2017 General Election - another election and lots of earnings

Our initial thoughts on the announcement of a general election in the UK, the reaction of investment markets and the way forward.

April 11, 2017

April Quarterly Investment Strategy

Economic and financial market headwinds for the next six to 12 months include political uncertainty, a strong dollar and protectionism.

Top tailwinds include potential tax reform, earnings growth, a low interest-rate environment and positive sentiment overall.

March 13, 2017

Budget Newsletter - March 2017

Mr Hammond’s first – and last – Spring Budget. So what did emerge from this final Spring Budget? Much of the answer is to be found in the previous year’s Autumn Statement but, as ever, there were a few surprises, both good and bad: Read on.

January 27, 2017

January Investment Strategy Quarterly

FEATURED IN THIS ISSUE:

  • 2017 Economic Outlook: Rates, the Pound and the Bank of England

  • US Economic Outlook

  • The Key to the UK Stock Market in 2017

  • US Equity Outlook

  • International Equity Outlook

  • Fixed Income Outlook

  • Energy Outlook

November 07, 2016

Why the US Presidential Election matters to us.

July 17, 2016

October 2016 Investment Quarterly Newsletter

Has the UK shrugged off the Brexit vote? Will there be a UK Santa rally? A look at prospects in the US, Europe and Emerging Markets.

July 17, 2016

July 2016 Investment Quarterly Newsletter

Post-Brexit opportunities, Adaptation in investment, Whre next for the Pound and investment in retirement.

April 14, 2016

April 2016 Quarterly Newsletter

Our quarterly investment newsletter

March 19, 2016

March 2016 newsletter

Read our thoughts on the March 2016 Budget

February 05, 2016

VW - crisis and consequences

Crisis has broken out at VW. Here are our thoughts.

February 05, 2016

Oct 2015 Investment Strategy Quarterly

Our thoughts on markets

February 05, 2016

How to weather a downturn

Market volatility is back. We explain how to manage a downturn.

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