KNOWING WHAT LURKS BENEATH...

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There has been a lot of press recently about the failure of the funds managed by star fund manager Neil Woodford and the impact this has had on investors. I thought it was therefore appropriate to make some comment on this, and also to reaffirm…
Sustainability

MEET OUR SUSTAINABLE PORTFOLIO...

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We are delighted to announce the launch of a new investment portfolio, the Carrington Sustainable Growth Portfolio. The aim of this portfolio is to invest in companies that are engaged in having a positive impact on our planet and society, whilst…

2019 Q3 INVESTMENT COMMENTARY

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Welcome to our latest investment commentary covering the third quarter of 2019. This update provides some more in-depth commentary on the markets and our views moving forward. After two strong quarters, the third has been marked by a lack…

2019 Q2 INVESTMENT COMMENTARY

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Welcome to our latest investment commentary covering the second quarter of 2019. This update provides some more in-depth commentary on the markets and our views moving forward. The positive sentiment seen earlier this year has generally continued…

2019 Q1 INVESTMENT COMMENTARY

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Welcome to our latest investment commentary covering the first quarter of 2019. This update provides some more in-depth commentary on the markets and our views moving forward. We have seen a dramatic turn in sentiment since the final quarter…

Market Update

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We held our quarterly investment committee this week and would like to share our conclusions with you. We signalled at the end of the summer that the risks were generally increasing in the markets, with local politics, geopolitics and the…

Market Update - October 2018

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We thought it would be helpful to provide you with an update on the markets, given the falls over the past few days. The falls have not been triggered by bad news, but rather by positive data. The US economy has been particularly strong this…

Market Update

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Since our last note to you in July, a number of things have changed that could affect the outlook for markets. Although we continue to believe in our views where we see the potential for positive returns in certain markets, such as equity markets,…

Q2 Market Review

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Welcome to our latest investment commentary covering the second quarter of 2018. We have generally seen lower levels of volatility and a recovery in the markets when compared with Q1, however, volatility levels remain elevated relative to recent…
Carrington Investment Approach

Investment Catch Up

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Welcome to our latest investment update on the markets. In addition to our normal update, we have included a fund spotlight piece from Mohsin Bukhari, Head of Investment Research. This will be included in the update from now on. We felt it would…

Investment Research: A Fund Manager Update

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Since President Trump won the US election, there has been a lot of second guessing as to how his Presidency will play out. Much of his rhetoric has been about “making America great again” via a protectionist agenda which includes withdrawing…
Carrington Investment Approach

Market Note September 2016

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2016 has been a demanding year for markets and as I write there remains quite a lot of short term caution. Retail Investors in the UK have been redeeming heavily in the first half of 2016. The challenge for them will be when to put the money…