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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 - 24 November 2015

Further to the investment note we issued in August 2015, following a significant sell-off,  it does now appear that market nerves have been calmed somewhat. However, the markets have shifted their focus from China to the USA, where there is…
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…
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 - October 2014

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We know that the recent sharp moves down in some markets will be making people nervous and we want to share with you some of Eric's thoughts on the background to the recent moves and also how he is thinking it may play out in the slightly longer…
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…