Posts

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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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…
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…
Carrington Investment Approach

Market Update - August 2014

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In our August note, we want to give you an insight into how we see the current markets and their outlook, especially as sentiment appears weak in the short term and volatility is increasing. There is now a lot of caution in markets, not without…
Carrington Investment Approach

Investment Update - September 2013

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We have had a busy few months at Carrington and made quite significant structural changes to portfolios and feel very happy about how we are positioned. If we compared valuations at April 2013 and end of August it would be tempting to think…
Carrington Investment Approach

Quarter 1 market update

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Markets have had a good quarter with most equity indexes increasing in value and our portfolios have performed strongly across the board. However, we are now becoming more concerned about the negative news flow coming from the Eurozone and think…