Focused, Independent, Investment Management

  • Geared Up

    Geared Up

    This week has marked the start of the “belly” of the reporting season, where analysts and investors pore over a raft of statements on a daily basis; reading the tea leaves to work out what it is likely to mean for profits and dividends in the years ahead.  So far in this process, it is

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  • What could possibly go wrong?

    What could possibly go wrong?

    Our last missive of 2017 comes (as it normally does) after our final “Wise Man” economics and strategy meeting of the year.  And with it we try and look back on the year just passed, and deduce what lessons it might bring us for the future.  Revera blog-watchers will realise that we have been more

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  • What price risk?

    What price risk?

    With the exception of two bampots with silly haircuts facing off across the Pacific Ocean, equity markets have not had a huge amount of big picture concerns over the summer months.  In the short term, the political administrations here and across the pond have curiously managed to hamstring themselves through their own incompetence.  A minority

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  • Democratic Dangers

    Democratic Dangers

    At the time of writing, and fully eighteen days after the General Election, we finally have some public assurance that the UK will have – for a time – a functioning government.  The Conservative & Unionist Party, and the Democratic Unionist Party have announced a deal that will see the Northern Ireland MPs provide votes

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  • Yesterday Once More

    Yesterday Once More

    Since our last missive, we have enjoyed the company of our two “Wise Men” for a day of debate and deliberation over the prognosis for the UK and global economies, and the subsequent implications for financial assets.  To jump straight to the conclusion, we were left with the sense that much of what has prevailed

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  • Predictably Unpredictable

    Predictably Unpredictable

    So, we have another newsletter to write, and yet again it is political surprises that are front and centre of our thoughts.  This time, the “shock” news is that we are all going back to the ballot box for the third time in a little over two years.  For those of us north of the

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Revera Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority, firm reference number 230779.

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The value of an investment in any of Revera’s products or services may go down as well as up. The investor may not get back the capital originally invested.

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