Beaufort Investment is Highly Commended at Money Marketing Awards 2020
We are over the moon that Beaufort Investment was ‘Highly Commended’ in this year’s Money Marketing Awards for Best Discretionary Fund Manager. A huge congratulations to all this…
The World In A Week – Getting Back to Business
Markets finished last week in an ebullient mode overall which saw MSCI ACWI rising +2.1% in Sterling terms. This was aided in particular by a strong rise in Chinese Equities which jumped +3.9% for…
The World In A Week – Interim Update
Should I stay or should I go (out)? The Clash here is the interminable quandary between stemming the spread of COVID-19 and resuscitating economies. Decisions have to be made without full clarity…
The World In A Week – Are The Cracks Starting To Show?
Possibly. Donald Trump’s opinion poll ratings slid below 40% last week, the first time since 2017 pushing the Democrats into the lead. This weakness makes Trump even more unpredictable than normal…
The World In A Week – Interim Update
The easing of lockdown measures in England was announced as expected, paving the way for a potential boost of the hospitality and tourism sectors, with pubs, restaurants and hotels among the…
The World In A Week – Seasons Of Change
Following on from last week’s opening of some non-essential businesses, it is likely that Boris Johnson will announce a relaxation of the 2-metre social distancing rule tomorrow. This should pave…
The World In A Week – Interim Update
It appears to be more of the same for this mid-week update. The predictable cycle of forward guidance regarding more economic stimuli, in order to combat the fear of unemployment numbers, and the…
The World In A Week – The Doors Are Opening
It has been 84 days since lockdown in the UK was announced in which we have seen a period of great change and an immediate shift to our lifestyles. We have seen just over a quarter of the UK‘s…
The World In A Week – Interim Update
Two important publications have been produced since our update on Monday. Firstly, we had the OECD’s (Organisation for Economic Co-operation and Development) Economic Outlook, which was predictably…
The World In A Week – The Sky’s The Limit
Risk assets enjoyed another strong week at Friday’s close, led by US equities. It is almost incomprehensible to think that the S&P 500 and the US dollar are almost back to the same levels seen at…