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Equity Income Fund update, February 2017

Mitchell Fraser-Jones 17 March 2017 4 min read

February provided a more positive environment for the fund than we have seen in recent months.

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Patient Capital Trust update, February 2017

Mitchell Fraser-Jones 17 March 2017 7 min read

Taking a look back at how the Woodford Patient Capital Fund delivered a positive return in February, and discover our future predictions for Atom Bank.

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Equity Income Fund update, January 2017

Mitchell Fraser-Jones 16 February 2017 4 min read

The turning of a calendar year is an important cultural event but it rarely carries such significance for financial markets.

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Patient Capital Trust update, January 2017

Mitchell Fraser-Jones 16 February 2017 6 min read

The Woodford Patient Capital Trust portfolio delivered a modestly positive return during the first month of 2017.

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Equity Income Fund update, December 2016

Mitchell Fraser-Jones 18 January 2017 4 min read

The final month of 2016 marked the end of a difficult year for the fund.

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Patient Capital Trust update, December 2016

Mitchell Fraser-Jones 18 January 2017 4 min read

The Woodford Patient Capital Trust portfolio produced a modestly positive return in December.

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Kilkenomics: the Undercover Economist

Mitchell Fraser-Jones 4 January 2017 8 min read

Award-winning economic journalist Tim Harford discussing randomness, the shortcomings of economic forecasting and the changing impact of globalisation.

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Equity Income Fund update, November 2016

Mitchell Fraser-Jones 16 December 2016 5 min read

November was an eventful month for financial markets, with the outcome of the US presidential election prompting significant intra-month volatility and an acceleration of the correction in bond markets.

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Patient Capital Trust update, November 2016

Mitchell Fraser-Jones 16 December 2016 3 min read

The trust delivered a positive return in November. Among the portfolio’s strongest performers were its US biotech holdings.

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Kilkenomics: On Trump

Mitchell Fraser-Jones 2 December 2016 7 min read

In our first exclusive interview from Kilkenomics 2016, Stephanie Kelton, former Chief Economist on the US Senate Budget Committee in conversation with David McWilliams on how American economic policy may evolve under President Trump.

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