Category

Waverton
21
Nov

WAVERTON – AUTUMN STATEMENT (OF INTENT): WE LOOK AHEAD TO WEDNESDAY

The “recovery” since the Global Financial Crisis has not been a recovery for all, and in fact has only really served the owners of significant amount of assets, particularly where funded by cheap debt. The...
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11
Nov

WAVERTON – FINANCIAL MARKETS REACTION TO TRUMP’S VICTORY

Following Trump’s victory this week, financial markets are adjusting to a new world but it is not clear what that new world will look like. However the direction of travel does seem clear. We should...
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10
Okt

WAVERTON – CHART-CATCHING – BALTIC DRY INDEX

The Baltic Dry Index isn’t the economic bellwether that it used to be. As an indicator for pricing the movement of major commodities like copper and iron by sea, it is more likely to show...
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30
Sep

WAVERTON – LAND OF THE RISING SUN? REFLECTIONS FROM RECENT COMPANY MEETINGS IN JAPAN

Has Abenomics failed? This remarkably time constrained, somewhat nebulous and completely binary question is the standard refrain when global investors or international financial newspapers discuss Japan. We have just returned from seeing companies in Japan...
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13
Sep

WAVERTON – 2CG SENHOUSE FUNDS CHANGE THEIR NAME TO WAVERTON

We are delighted to announce that following our acquisition of the high performing, specialist fund manager 2CG Senhouse in April, the three 2CG Senhouse vehicles have now changed their name to Waverton.
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16
Aug

Gauly | Dittrich | van de Weyer – Sommerpause oder Bullenmarkt?

Die ersten sieben Monate des Kapitalmarktjahres liegen hinter uns. Sieben Monate, die durchaus einige Überraschungen parat hatten. Einen derart verhagelten Börsenstart ins neue Jahr aufgrund der Konjunktur- und Verschuldungssituation in China hatten die wenigsten erwartet....
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08
Aug

WAVERTON – OPEC & OIL PRICE

OPEC’s monthly oil market report will be closely analysed by traders and investors for changes in the members’ production levels. However, since Saudi Arabia’s decision not to support the oil price in 2014, focus has...
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13
Jul

WAVERTON – Beware Duration

A strange thing happened in the UK bond market this week. It went down – a bit. It has been an incredible run from the early 1980s when the Gilt yield was almost 16% to...
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