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    A difficult period for ESG investments examined

    Markets have had a difficult start to 2022. A period of slow growth appears to have taken hold and preliminary data on GDP trends in both the Eurozone and the US have failed to meet expectations. These are expectations that had already been revised in the preceding months.  The Covid-19 pandemic – which is ongoing […]

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    UK Comment: Energy Support

    What are we talking about? The UK government has announced a package of measures to support households hit hardest by the sharp rise in the cost of living. The package is funded, at least in part, by a “windfall” tax on profits in the energy sector. The headline numbers are, according to the Treasury, around […]

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    Monthly market roundup – May 2022

    This month’s market update focuses on another difficult period in financial markets. With the crisis in Ukraine ongoing and inflation a concern for households across the UK, the situation is tricky. For our team of portfolio managers, the question is whether we’ll see an improvement from here or if the situation may get worse before […]

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    Market Comment: Looking For Lower Expectations

    What are we talking about? Financial markets remain quite volatile. We continue to think about what could prompt us to add to riskier assets like equities. We’ve discussed valuations quite recently, but wanted to dig into corporate profitability a bit more. A bit more detail: In general, we think that valuations are a very useful […]

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    Equity Comment: Value vs Growth

    What are we talking about? In a difficult environment value stocks have outperformed. It’s been a long time coming. But we wanted to dig into this a little bit more. First some context: The first chart shows the performance of three ETFs year-to-date. The top line is a global value ETF, the middle line represents […]

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