Posts

Post-Election Thoughts

Once again the political scene has delivered an unexpected result. What are the next steps? We will let the dust settle and quietly assess what has changed, if anything, for our current holdings. Experience tends to tell us that allowing for…
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

Investment Note 2015

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A Look Back at 2014 The purpose of this note is to reflect on the past year and to comment on what we see going forward from here. We would normally send this note out in mid-January but we felt it should be delayed until we knew the outcome…
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…