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Click here to see the Model Portfolio Service monthly update. This includes updated notes for the Gilt Model and VCT Solution. And Crocker’s Christmas Cracker.
https://t.co/AG3wr7jZR0
The latest comments from our Bespoke Portfolio Service team can now be read here: https://t.co/zeOzzgZIbK
This includes reflections on a volatile yet ultimately robust start to the year for financial markets, alongside notable developments in foreign exchange markets.
Webinar today (Tuesday 8th) at 11.00am. James Crocker discusses the Model Portfolio Service reaction to recent events and is joined by special guests. Register below.
*For investment professionals only*
https://t.co/RhQ8IkZTjH
Castlebay UK Equity is now the main UK large-cap fund in our Model Portfolio Service, as picked up by the FT ...
https://t.co/uzK3dO0uiO
#GLP1#equities#stockmarkets
The latest comments from our Bespoke Portfolio Team can now be found here: https://t.co/yNRfzxpNUU
The commentary includes notes on sterling's strength in the wake of UK GDP upward revisions, and the heightened volatility seen in August following events in Japanese markets.
James Crocker from the Albert E Sharp Model Portfolio Service team discusses US valuations and positioning with the Financial Times Asset Allocation Podcast with @dthorpejourno and @josephwilkins_
https://t.co/ecSwoyQQDu
Our Bespoke Portfolio Team's latest thoughts can now be read here: https://t.co/zeOzzgZIbK
The commentary touches on topics such as UK stocks hitting all-time highs, Chinese property market stimulus, and various election announcements and results.
The latest commentary from our Bespoke Portfolio Team can now be read here: https://t.co/yNRfzxpNUU
This includes a profile on strong performer Fidelity European Trust, some stark data on the UK pension industry, and some comments on various markets hitting all time highs.
Our Bespoke Portfolio Team's latest thoughts can now be read here: https://t.co/zeOzzgZIbK
Topics include Japan's stock market hitting a 33-year high, Bitcoin ETFs, & Tesla and Samsung losing their respective top spots in their industries in terms of units sold
Many thanks to everyone who entered an admittedly tough one this year. Already scribbling down fiendish questions for 2024's cracker.
Answers in the link below:
https://t.co/uxyGiG5uSw
The latest comments from our Bespoke Portfolio Team can now be found here: https://t.co/zeOzzgZIbK
This includes a brief round up of 2023 & some words on how we are thinking going into 2024, as well as the usual monthly information and a profile on Pershing Square Holdings
We were pleased to contribute to some recent discussions on @assettv with various investment company managers from @BlackRock_UK
Linked below is one such interview, which contains some interesting comments on the mining industry & Uranium prices
https://t.co/DtCLWHKaIN
Our Bespoke Portfolio Team's November commentary is now live here: https://t.co/zeOzzgZIbK
This contains comments on positive recent performance for most asset classes, a profile of abrdn Asia Focus investment company, and a tribute to the great and late Charlie Munger