Latest insights

22 January 2021 6 mins

Six minute strategy: Can the rally continue?

Since the end of the third quarter in 2020, the equity rally has been extraordinary, with sterling investors seeing a 20% rise in equities, and this has continued into 2021. Guy Monson reviews whether this exuberance can keep going despite some worrying signs, including the beginning of a…

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19 January 2021 < 1 min

How can we store more renewable energy in the UK?

With the UK undergoing a fundamental and radical shift in its power generation, James Hutton, Partner, and Tom Lindsey, Associate Partner, discuss what we look for when investing in alternatives and how opportunities are being identified to overcome the fundamental stumbling blocks of incorporating more renewable energy in…

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19 January 2021 6 mins

Natural disaster, relief effort and reopening

COVID-19 is a tragic natural disaster. For investors, a natural disaster is profoundly different to the typical end of cycle scenario that is usually precipitated by a tightening of monetary policy or a financial crisis. Understanding the massive coordinated government response, in an environment of no blame, has…

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18 January 2021 2 mins

Market news – 18 January 2021

Risk rally pauses for breath as US rates and the dollar rise Equities were slightly lower over the week, weighed on by rising uncertainty over the timing of the return to economic “normality” as Covid infection rates rose rapidly around the globe. The rapid rise US treasury yields…

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