Q4 2020 Investment Update
13 Oct 2020

‘We’ve had three huge market crashes in the last two decades: in 2001-02, in 2008-09, and earlier this year. All were glorious buying opportunities.' Terence Moll, Head of Investment Strategy.

In this quarter's update, Haig Bathgate, Head of Portfolio Management, looks at the tactical changes that we have made to portfolios which we believe will add value when the world begins to recover from the economic distress of the virus. While Terence Moll, Head of Investment Strategy looks back in time and shares the lessons that he has learnt from investing over two decades.

To find out more about our views on the current environment and the changes that we are making to portfolios from Haig, Terence and the team, please see below for our latest investment update.

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"Thank you very much for meeting with my wife and I to discuss inheritance tax and other associated issues, at your office. Your explicit explanation of the above matter has clarified a number of important fiscal areas, which has given us further food for thought."
Property Developers, London

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The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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