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..
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..
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..
We are acutely aware of the lengthening holding periods in private equity and the pressing need to achieve liquidity events..
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..
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….
What the cut in interest rates could mean for SMEs and their investors. With a new Labour government and a somewhat fragile economic recovery in …
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…
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.
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.
We are pleased to announce the establishment of a £20 million secured medium term note (“MTN”) programme for specialist property lender Lendco Limited (“Lendco”). Lendco …