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Latest News

And a Happy New Year Indeed!

It is a hackneyed phrase that everything seems to move faster now than it did in the past (unless of course it is me on the Saturday morning Parkrun), but there is genuinely an argument for rolling it out now to describe the first few weeks of this year.  The

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The Ghosts of Christmas Past, Present & Future

It is customary for us at this time of year to sit down and review the events of the past year, and roll out some informed guesswork on what we expect for the year ahead. 2015 proved, like the year before, to be something of an enigma.  When we review

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More Questions than Answers

Earlier this week, we had the last of 2015’s “Wise Men” meetings – a slightly grandiose term for what others would normally call an investment strategy meeting.  That we don’t use that term is down to two key reasons.  The “Wise Men” element refers to the fact that we retain

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Into the Unknown

It is perhaps ironic that ending the process of “hand holding” performed by the world’s central bankers – particularly via forward guidance of the factors that will determine when and by how much interest rates will rise in the future – has generated the kind of uncertainty and volatility in

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Dynamic by name….

What is in a name?  Well, for financial products, quite a lot, actually.  Under the FCA’s conduct of business rules, investment product names cannot be misleading about the nature of the investment.  So the Revera UK Dynamic Fund was deliberately named and – we hope – clearly presented as such

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Times, they are a changin’

Today marks my first day back after a decent summer break in the Algarve. Which at the time offered a telling perspective against which one watched the continued nonsense of the Greek debt debacle that raged whilst I was away. Whilst life in Portugal is still tough, there appears to

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The Barbarians Can’t Wait!

So, another “absolute, last-gasp” deadline of the current Greek crisis has passed, yet markets seem relatively unperturbed. Which is because, as we know, the real last gasps won’t come until the very end of the month. Probably literally to the last seconds. We might even get a fright as it

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A Clearer Picture?

So, the dust has settled after the election, and perhaps unsurprisingly the UK equity market has taken the unexpected Conservative victory as a sign to push valuations on a bit further.  This has been particularly noticeable at the mid and smaller end of the market, where the impact of domestic

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And the winner is……

The orthodoxy of recent election campaigns in the UK has dictated that the party that successful controls the centre ground of the political spectrum (hitherto referred to as Mondeo Man), is the party that will go on to win control of parliament.  It was certainly the driving force behind Tony

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Steady as she goes

This week marks the first real surge of corporate reporting in the UK’s 2014 reporting season.  We have had a number of companies get out of the gates early, and the general sense so far has been that 2014 ended pretty much as expected, and the prospects for 2015 are

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Tales of the unexpected – Part II

Well, who saw that coming?  Not IG Capital, not FXCM (the world’s biggest retail currency broker), and not Alpari, the erstwhile shirt sponsor of West Ham United (who have form in this regard as in 2008, its then shirt sponsor XL Leisure succumbed to the recession).  I am referring, of

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Tales of the unexpected

So we are at that time of year where we spend some time looking both back and forwards. Reviewing the year gone by and making educated guesses about what we might face in the future. Given the recent volatility of markets, we are unusually in a position where we still

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