Q4 2024 Market Commentary
The Known Unknown for 2025 is the second iteration of a Trump presidency. It casts its shadow very broadly and there has been much reading of the runes trying to work out..
Fixing your income – bonds for private investors revisited
This is the time of year when commentators go into peak pontification mode, and it would be a shame not to participate, particularly when so much has been going on in the world. So firstly..
Electrifying Investments: The Power Market
In the words of Dua Lipa’s prescient 2018 song – “I’ll give you electricity, Give it to you…” which is fortunate as there is no doubt that the world needs more and more of the stuff.
Announcement of Joint-Venture with Shackleton Ventures
We are acutely aware of the lengthening holding periods in private equity and the pressing need to achieve liquidity events..
Q3 2024 Market Commentary
In the words of Bob Marley (on the 1977 album Exodus) “Don’t worry about a thing, ‘cos every little thing’s gonna be alright.” Certainly, whilst UK private investors fret about..
How to prepare for the Budget Countdown
Since the new administration took power, we have heard very little about the growth agenda which was an important part of the election campaign. Instead….
Q2 2024 Market Commentary
The second quarter was generally benevolent for equities. As the chart below shows, the US continued to be the outperformer, but this was rather more broadly based than in the recent past…
LGB & Co. on 10 years working with Rivers Leasing
We are pleased to announce the 10 year anniversary of LGB & Co.’s collaboration with Rivers Leasing. In 2014 Rivers collaborated with LGB & …
Q1 2024 Market Commentary
We have commented in the past about the futility of forecasting and the importance of understanding where we are – in the words of the great investment guru, Fatboy Slim – right here, right now.
Q4 2023 Market Commentary
This is the season of forecasts. A bit like midges in the Scottish Highlands, they come around every year, and are about as much use.
