Beaufort Analysis 300 – Stranger things
October is traditionally the scariest month of the year, as evenings start to get darker and days colder, our thoughts turn to the winter that is inevitably coming. The same can be said for the…
Beaufort Analysis No. 299 – Deal or No Deal
In the UK, consumer confidence fell due to fears of a Brexit ‘no deal’ and the outlook for personal finances weakened which could indicate a slowdown in consumer spending in the lead up to the Brexit…
Beaufort Analysis 298 – “War, what is it good for?”
UK inflation surprised to the upside hitting a 6-month high of 2.7% in August, exceeding economist expectations of 2.4%. Sterling rose on the back of this data, which was driven by an increase in…
Beaufort Analysis 297 – “Should I stay or should I go?”
The pivotal point of the Global Financial Crisis was arguably the collapse of Lehman Brothers, which triggered the final throes of the financial state of emergency and with it, the nadir just six…
Emma Clarke is shortlisted again
Beaufort Investment’s senior analyst, Emma Clarke is a finalist in this year’s Women in Investment Awards, which recognise the achievements of women in the fund management industry. At the inaugural…
Beaufort Analysis 296 – New highs and new lows…
We are almost three quarters of the way through 2018 and last week was characterised by new highs, new lows and some level of certainty. Amazon were the second company in US history to break through…
Beaufort Analysis 295 – Argentine Tango
As the Turkish lira has struggled in recent weeks, another emerging economy’s currency has been suffering; the Argentine peso. The peso has lost almost half of its value since the start of the year,…
Beaufort Analysis 294 – Ahead of the Curve
The yield curve is a line that plots the yields of a series of bonds having equal credit quality but different maturity dates. Normally, we would expect the line to rise over time as investors expect…
Beaufort Analysis 293 – Tesla re-coil
The Tesla Coil is a transformer designed by Nikola Tesla in 1891 to produce high voltage, low current electricity. In high voltage news, Tesla has been subpoenaed by the US regulator, the Securities…
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 292 – Roasting Turkey
A war with no winners; only varying degrees of losers. That is how the media is describing the trade war being waged by President Trump, under the guise of national security. It is rather ironic…
Beaufort Analysis 291 – “An Apple a day keeps the dot coms at bay”
It was a week for focusing on central banks, as we had policy meetings for the Bank of England, Federal Reserve and Bank of Japan. So we ask, as three of the four most influential policy makers (the…