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…
Carrington Investment Approach

Market Update - 25 August 2015

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INVESTMENT DIRECTOR, ERIC WOODWARD'S VIEWS ON CURRENT MARKET CONDITIONS As a result of the Chinese Authorities intervening in the markets and also devaluing the currency markets have become very nervous. As a result growth from China is slowing…

Have we got news for you...

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OFFICE GOSSIP...SHHHH A lot has been happening at Carrington over the last 6 months and we thought we would give you an idea of some of things that we have been up to. A fitting start, which is big news for the company and the best news…
Carrington Investment Approach

Investment Note - May 2015

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2015 Year to Date Markets overall have shown a strong year to date performance and we have seen this reflected across our portfolios where we are now ahead of our benchmarks. Last year both a Chinese growth slowdown and a fall in oil prices…