Please note with regard our historic news, Oaktree Wealth Management rebranded to Harpsden Wealth Management as of April 2015.
Commentary, January 2020 Asset Allocation
Not much has happened since the last meeting at the end of November. Apart from the UK election, the assassination of Iran’s General Soleimani by the US, the outbreak of the coronavirus in China, the signing of Phase One of the Sino-US trade agreement and the impeachment of the US President.
Q4 Commentary, January 2020
I still expect 2020 to be better for the industrial economy than 2019 but the more predictable the outlook for global trade becomes the more meaningful the improvement will be.
Commentary, November 2019 Asset Allocation
Lastly, the other change in investor behaviour of late is that they seem to have fallen out of love with fast growing loss making companies. Privately owned WeWork is the poster child of this ilk
Harpsden Wealth Management in top 100
Harpsden Wealth Management have been recognised in this years New Model Advisor top 100 firms.
Q3 Commentary, October 2019
When one combines the facts some parts of manufacturing have been in a decline for a while (the nascent recovery earlier in the year being sniffed out by the re- escalation of trade issues in May) and both Central Banks and governments anxious to avoid deflation, then there is a good chance things shall improve from here.
Commentary, July 2019 Asset Allocation
UK Markit Manufacturing PMI below 50, a 14% drop in investment into the UK from foreign firms, the Japanese Tankan report, US Philadelphia Fed Index reading of 0.3 versus 10.4 expected, Chinese Manufacturing PMI below 50 and a 2.2% drop in German factory orders in June are all examples of industrial weakness.
Commentary, Q2 2019 Asset Allocation
Although I was very optimistic on equities at the beginning of the year and still expect some markets to eke out gains I have to confess a lot of the progress I expected has already been achieved in European and US Indices. There is a little more to go for in Asia whilst Japan and the UK could play catch up if politics plays out in a benign fashion[…]
Commentary, May 2019
I said in my January commentary that activity and sentiment seemed to be the diametric opposite of January 2018 and would likely evolve in the opposite way too (i.e. go from bad to better as opposed to good to worse like last year). We still seem to be just about on track for such an outcome […]
Q1 Commentary, April 2019
Despite the likely wobbles in between, I am reasonably confident more money will be made between now and year end. With the obvious, and big, caveat that this is dependent on policy makers behaving themselves.
Commentary, March 2019
Since our last commentary on January 31st the Manufacturing economy around the globe continued to slow markedly whilst Services slowed only a little and included more pockets of strength than the industrial side of the economy. Some of the more influential economic releases since the last […]
Archive Commentaries & Briefings
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Top 100 Financial Planning Firms 2019
Finalist: Adviser Firm of the Year – South East
Finalist: Financial Advisor Team of the Year 2018/19
Winner: Adviser firm of the year (UK)
Winner: Adviser firm of the year – South East
Top 100 Financial Planning Firms 2018