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Please note with regard our historic news, Oaktree Wealth Management rebranded to Harpsden Wealth Management as of April 2015.
Q4 Commentary, January 2021
So, in conclusion 2021 looks good for the economy, more predictable with regards to trade policy and encouraging for corporate profits.
January 2021 UK Lockdown Client Update
To conclude, the removal of uncertainty, an economic recovery supported by policymakers and pent-up consumer demand, as well as a market that is cheap, under-owned and with supportive dividend growth potential means that the UK remains attractive on a multi-year time horizon, despite the imposition of Lockdown 3.
Harpsden Wealth Management announcement 30.11.20
We are delighted to announce that Harpsden Wealth Management will be joining forces with WH Ireland Group plc – a publicly listed wealth management company with a presence regionally across the UK.
China Research Report November 2020
Despite being the largest contributor to global growth and the second largest economy in the world with over 17% of global GDP (adjusted for PPP), China remains a relatively peripheral figure in global equity and fixed income indices. […]
COVID-19 Commentary, November 2020
Harpsden Wealth Management Limited November 2020 Covid-19 Update In light of the decision by the UK government to follow the path made earlier in the week by several European counterparts and order a “lockdown light” I am writing to update you on our thoughts and positioning. The US Election this coming Tuesday could obviously turn […]
Q3 Commentary, October 2020
In conclusion, short term markets are in the hands of politicians – be it the final throws of Brexit, the US Presidential Election and/or how they handle Covid. However, the resolve to reboot the global economy as soon as is possible cannot be questioned given the efforts thus far.
Commentary, August 2020 Asset Allocation
A lot has happened over the last month since I published my quarterly commentary. Investor sentiment has shifted from focussing on the inevitable economic recovery from the deep, mandated downturn to assessing the impact of a re-escalation of virus cases in the US, Japan and […]
Q2 Commentary, July 2020
However, as previously intimated the scale of government and Central Bank responses has been breath-taking compared to history and financial markets were restored to normal functioning within a month of the crisis hitting (if one doesn’t mind this amount of government intervention in markets). This is unprecedented and has led to massive recapitalisation by the corporate sector which will in turn facilitate a more robust recovery than otherwise would be the case.
Commentary, May 2020 Asset Allocation
In April PMIs around the world have almost all hit record lows or touched 2009 levels. Car sales were down 96% in Italy and Spain and new car registrations fell by more than 97% in the UK. Japanese machine tool orders were down 40% year-on-year in March and Goldman Sachs suggested that Indian GDP could fall at a quarterly annualised rate of -45% in Q2
18th May Coronavirus Client Update
Markets have been further bolstered by massive amounts of both fiscal and monetary stimulus. Actual real economy data has set several records for its awfulness, especially in the Western World, but as economies were largely shut these numbers have been considered inevitable and thus of not much relevance to investors. How the recovery evolves from here is of much more importance.
Archive Commentaries & Briefings
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