News from the Mews
Meeting of the Hamilton Financial Investment Advisory Panel – June 24th 2021
Discussion topics: Value v Growth, Inflation v Deflation, China – will President Xi snuff out capitalism?, Baillie Gifford, Investment outlook..
Breakfast in Claridges
With all the recent media focus on inflation, we felt it was important to have our own viewpoint and to share that with our clients.
Inflation or Deflation? What’s next?
In January, a chart caught our attention. Our initial interpretation of this alarming curve was that 2020’s increase in the USA’s money supply was unprecedented, and that it was especially extreme in relation to the (then unprecedented) expansion in the money supply during the GFC (2007-2009).
Coronavirus Bulletin #6
As the newest member of the Hamilton Financial team, Andrew has invited me to write this edition of our Coronavirus series of Bulletins.Markets never fail to surprise and in the wider world there have been some extraordinary trends which threaten to upset the delicate...
The Art of Wealth Management – Active vs Passive Funds
In a bid to demystify Wealth Management (we are on a mission to democratize Wealth Management, but more on that later), we are beginning this series, The Art of Wealth Management. First up, we dig into Active vs Passive Funds with Hamilton Financial head honcho...
The 100 Year Life (and how to afford it)
We have been inspired by a recent podcast series from Baillie Gifford (Episode 14 here) to read Andrew Scott and Lynda Gratton’s bestselling book; The 100-Year Life - Living and Working in an Age of Longevity. If you have not read it, or given it to your children or...
UK WEALTH MANAGEMENT: A SHORT HISTORY (GOOD FOR SHAREHOLDERS BAD FOR CLIENTS?)
The story of UK Wealth Management has been one of huge consolidation over the past thirty years. An industry, once fragmented into regional and local specialists, has reduced to a handful of national behemoths. Brewin Dolphin, listed on the London Stock Exchange in...
July 2020 Newsletter
2020 has been an extraordinarily stressful and challenging time for us all and we hope you have managed to come through lockdown safe and well. We are facing a global humanitarian crisis, and the economy has been dealt a near-mortal blow. Many aspects of life, previously taken for granted, have changed forever.
Coronavirus – Bulletin 5
The Coronavirus pandemic and its effect on stock markets has now been with us for over a month. We have seen dramatic falls in asset prices across the globe, as uncertainty about the long-term effects of COVID-19 and the likely duration of the current lockdown are as yet unknown.
Coronavirus – Bulletin 4
Stock markets continue to be febrile and you will be understandably nervous about your savings. My advice is to try to igonore valuations. Coronovirus uncertainty has led to some dramatic falls in prices but, on Friday, markets were up and the upswing in valuations were just as dramatic.