Blog Archives



05 Oct 2016

Theresa May is trapped into a 'hard' Brexit
Tom Elliott

Following the early October Conservative Party Conference, it appears increasingly likely that British Prime Minister will be opting for a 'hard' Brexit as a condition for keeping her job. This may be good for FTSE 100 company shares, but it is bad for sterling and small cap shares. Read more

09 Oct 2016

Riding the Camel - Sterling falls to $1.25
Tom Elliott

Current racing conditions: remaining soft. Q4 asset allocation preferences (unhedged US dollar-based, updated at start of quarter): neutral equities vs. fixed income relative to benchmark. Prefer emerging stock markets to developed. Longer term outlook is to be pro-risk assets. Read more

24 Oct 2016

Riding the Camel - Recent market weakness signifies nothing in particular
Tom Elliott

Current racing conditions: remaining soft. Q4 asset allocation preferences (unhedged US dollar-based, updated at start of quarter): neutral equities vs. fixed income relative to benchmark. Prefer emerging stock markets to developed. Longer term outlook is to be pro-risk assets. Read more

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