Please note with regard our historic news, Oaktree Wealth Management rebranded to Harpsden Wealth Management as of April 2015.
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 […]
Our Spring Statement 2019 briefing is here
The Chancellor found himself presenting his second Spring Statement sandwiched between a series of crucial Brexit votes. His speech was peppered with references to the need to achieve a smooth exit from the EU […]
US Research Trip March 2019 Commentary
I attended the 2019 RJIS Investment Conference in Florida during the first week of March. Whilst there I met the management (mostly CFO’s) of twenty seven companies spanning the house building, retail, railroads, industrial manufacturing, consumer goods, technology distribution […]
Commentary, January 2019
Economic numbers have generally been weak over the last two months with the not inconsiderable exception of employment and wage data. Examples of the weakness include Japanese exports, Chinese exports and imports, Chinese Credit Creation dropping below 10% growth for the […]
Professional Advisor Awards 2019 Finalist: Adviser Firm of the Year – South East
Revealed: First adviser shortlists for the 2019 PA Awards. Over the coming days, Professional Adviser will be proudly revealing the shortlists for its 2019 adviser and provider awards, the winners of which will be announced at a black-tie ceremony next February […]
Archive Commentaries & Briefings
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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
awarded by The Chartered Insurance Institute (CII)