Investment Commentary
This is where we will keep you up to date with the views of our Independent Investment Committee.
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Q1 Investment Update – What a quarter!
Well what a quarter that was! The global stockmarket having given investors 20% in 2019 took it back in full, in just four weeks. Coronavirus was the obvious trigger but markets looked too optimistically…
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Q4 Investment Update – Roaring Twenties?
The end of a decade has no real meaning other than the meaning we give it and is just an arbitrary measure of time. It is jolly useful though for investment commentary writers who…
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Q3 Investment Update – Calm before the storm?
Quarter 3 moved sideways, upways, downways and every which way in response to hints of lower UK interest rates, Trump’s continued incompetence in dealing with the Chinese, the European Central Bank reducing interest rates/reintroducing…
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Q2 Investment Update – When will the music stop?
The first six months of 2019 have been extremely positive for investors and the best strategy has continued to be (as with the last decade) to buy equities as cheaply as possible. There were…
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Q1 Investment Update – Keep Calm & Stay Invested
Following the losses of last quarter this quarter decided to play mind games with investors as world stockmarkets posted near to double digit positive returns. If the nerves of ordinary investors weren’t already frayed…
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Q4 Investment Update – Ignore this update
Quarter 4 of 2018 was an unforgettable one for investors and hopefully only a painful memory now. The same forecasters who couldn’t tell you in advance where the declines were going to come from…
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Q3 Investment Update – Twinkie Coke Float
Quarter 3 saw a little less trauma in global markets compared with Q1 and Q2 this year, although no letup in the relentlessly negative newsflow and bonkers politics. Investors were noticeably more nervous this…
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Q2 Investment Update – Andy Hart
Quarter 1, 2018 and its losses should not have come as any surprise to investors, given the near 10-year bull run enjoyed by equities. Quarter 2 though, taught a valuable lesson to all investors…
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Quarter 1 Investment Update
At Altor we have recently had a period of abstention from both coffee and social media for the period of Lent. The idea was to encourage a period of reflection and change. As it…