Author: Dev Admin
UK equities have had a torrid time this year with all major indices across the cap spectrum posting double-digit losses, but the Aim index has bucked this trend with a positive return. Investors have been voting with their feet and the latest figures from Calastone reveal UK equity funds shed £358m during October, marking the… Click to find out more
Global markets fell sharply, hitting six month lows as the coronavirus pandemic continued to spread more quickly than feared in Europe this autumn as hospitalisations and deaths rates climbed. The UK unemployment rate rose to a three year high and a deal with the EU remains in the balance, but with both sides continuing talks,… Click to find out more
The UK market struggled for direction as volatility remained elevated with concerns over the impact of Covid-19 and as fears of a second wave continue to weigh on the market. The UK confirmed what we already knew – that we are in a recession – as Q2 GDP declined by over 20%. The Bank of… Click to find out more
The UK market saw its first monthly reverse following the record falls in March as Europe locked down. Whilst economic data is recovering, the signs are that it will be a slower recovery than many expected as confidence takes time to rebuild. The various job retention schemes will also end in the coming months, leading… Click to find out more
AIM market performance has much to commend it. As AIM hits its 25th anniversary, Oliver Brown of fund managers RC Brown assesses how the market has developed and is performing. The AIM market, as with all equity markets, has had a volatile year. On the face of it, the AIM market performance might seem surprising,… Click to find out more
These remain exceptionally unusual and unprecedented times. Following the sharpest market falls in history in March, we saw a good bounce in April & May whilst June has seen further more modest gains. It has proved an extremely volatile month – the first week saw a near 7% rise in the FTSE followed by the… Click to find out more
Like most investment managers we like to buy shares in companies that are growing their profi ts and distribute some of this to their shareholders by way of dividends. The covid-19 pandemic has seen many companies cut or cancel dividends, in order to preserve cash in these greatly uncertain times. Generally though, share prices do… Click to find out more
These remain unusual and unprecedented times. Following the sharpest market falls in history in March, we have seen a reasonable bounce in April & May as markets look ahead to the tentative re-opening of economies and belief that the worst of the economic data and pandemic has passed. A second wave remains a possibility and… Click to find out more
March market meltdown, where do we start? Firstly, some facts – this was the fastest market move into bear territory in history, (a fall of greater than 20% from peak), taking just three weeks. The reason is financial markets simply do not know how to price in the potential for global economic lock down for… Click to find out more
We participated in four primary opportunities in the month – Midwich raised new money for acquisition purposes, whilst there were secondary sell downs in Wizz Air, Hargreaves Lansdown and Gateley. In February, the IFSL RC Brown UK Primary Opportunities fund returned -8.68% compared with –8.89% for the FTSE All Share and -9.30% for the IA… Click to find out more
We participated in one primary opportunity – IG Design raised money to acquire a US business in what is anticipated to be a materially earnings enhancing deal. In January, the IFSL RC Brown UK Primary Opportunities fund returned -1.51% compared with –3.25% for the FTSE All Share and -2.40% for the IA UK All Companies… Click to find out more
We participated in three primary opportunities – we added to our holding in Creo Medical as it raised fresh capital, whilst small caps MJ Hudson and Pebble Group made their market debuts following successful IPO’s. Markets and sterling rallied hard as any concerns over a Corbyn led socialist government were blown away by a sizeable… Click to find out more