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4 results found for `Lloyds`
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Insights

Income Focus Fund update, December 2017

Mitchell Fraser-Jones 19 January 2018 3 min read

We anticipate a very different investment environment to prevail in the year ahead, as macroeconomic conditions increasingly challenge the view of the world that is reflected in financial market valuations.

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Insights

Income Focus Fund update, November 2017

Mitchell Fraser-Jones 21 December 2017 5 min read

A modest decline in the UK stock market in November, failed to meaningfully change the momentum grip on markets that has been in place for much of the last two years now. The valuation stretch in markets is now close to breaking point, in our view…

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Insights

Equity Income Fund update, June 2017

Mitchell Fraser-Jones 14 July 2017 6 min read

Having enjoyed a strong run in the first five months of 2017, equity markets came under pressure in June.

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Insights

Banks back in business

Mitchell Fraser-Jones 29 June 2017 6 min read

For the first time in many years, after a prolonged period of rebuilding capital and recognising losses, UK retail banks are an attractive investment proposition.

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