Beaufort Analysis No. 311 – Which Direction?
When markets closed for the year last Monday, most investors would have been pleased to see the back of 2018, well, the latter part of it anyway. In their worst performances since the financial…
Beaufort Analysis No. 310 – A day is a long time in politics
Harold Wilson once said that a day is a long time in politics. If this past week has shown us anything, it is that even an hour can be a long time in politics. The week began with Theresa May…
Beaufort Analysis No. 309 – En Marche! (Towards Year-End Turbulence)
Wall Street finished last week with a bout of increased volatility with the S&P 500 down -2.3% on Friday in US Dollar terms; this resulted in the worst week for US equity markets since March.…
Beaufort Investment finalist in Best Model Portfolio Service category – Professional Adviser Awards 2019
Fast on the heels of being named a finalist in the ‘Best Network’ category of the Professional Adviser Awards 2019, the judges have now confirmed that Beaufort Group’s Beaufort Investment is a…
Beaufort Analysis No. 308 – Weather Forecast
“Earlier on today, apparently, a woman rang the BBC and said she heard there was a hurricane on the way…well if you’re watching, don’t worry, there isn’t!” The famous words of Michael Fish’s 1987…
Beaufort Analysis No. 307 – Between Scylla & Charybdis
Market volatility continued over the course of the last week leaving the MSCI USA Equity index down -3.0% in USD terms for the month to date, while the MSCI All Country Global Equity index is down…
Beaufort Analysis No. 306 – You can’t make a silk purse out of a sow’s ear
There was only one story last week. The delivery of the much-anticipated draft Brexit agreement from Prime Minister May. The 585-page withdrawal agreement has now been published detailing what the UK…
Beaufort Analysis No.305 – The Economic Consequences of the Peace
Following an October that witnessed significant downside volatility in financial markets, global equity markets have staged a modest recovery in local currency terms, with the MSCI ACWI up +1.9% to…
Beaufort Analysis No. 304 – Fireworks or damp squib?
Chancellor, Philip Hammond, delivered his Autumn Statement last Monday, which he claimed was a business-friendly budget with rates cuts for small retailers and a freeze on duty for beer, cider and…
Beaufort Analysis No. 303 – Declarations of (Monetary) Independence
The world’s rate-setters are on manoeuvres. After a decade of unorthodox monetary policy involving rock-bottom policy rates, quantitative easing and, in the case of Japan, intervention in the stock…
Quarterly update from Beaufort Investment
Beaufort Investment’s Head of Portfolio Construction & Research, Shane Balkham speaks to Brian Davies from Beaufort Financial (Westerham) about what’s happened in the markets over the last…
Beaufort Analysis No. 302 – Time after Time
Last week, China reported its slowest rate of growth since the Financial Crisis 10 years ago. The rate of growth was still a healthy 6.5% but this was lower than the expected 6.6%. It is, however,…