Our monthly Investment Journal provides insights into key stocks to watch, a round-up of world financial events, latest investment opportunities and news from our corporate finance team. This is in addition to performance updates on our flagship products, funds and our core portfolio.
August Investment Journal
This month’s focus was firmly on earnings season in Europe and the US. With policy disappointment in the US and central banks turning more hawkish in June, markets were looking to earnings season in order to deliver the next catalyst to push markets onto new highs. Earnings season has yet to finish but so far it has delivered on estimates.
- Market Outlook : Where to into year-end?
- Core Equity Portfolio : Highest Conviction Stock Picks for 2017
- Core Funds range: Investment Funds, ETFs, Trusts
- Trading Calls: Siemens, Green REIT, Inditex and Greencore
- Green Effects Fund: Socially Responsible Investing