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Beaufort Analysis No. 314 – Groundhog Day

While it’s not quite Groundhog Day yet, it certainly feels like it. Last Monday supposedly marked the most depressing day of the year, when quite coincidentally, Brexit was very much the subject du jour. While there was little to speak of following May’s address to the House of Commons, whilst she ruled out a second referendum she is very much […]

Beaufort Analysis No. 313 – Are the banks in good health?

Last week the biggest US banks reported solid fourth quarter earnings with most improving on the third quarter and beating analysts’ expectations too.

This resulted in both Goldman Sachs and Bank of America’s shares jumping by 9% and 7% respectively on Wednesday. Citigroup’s shares climbed 4% on Monday, Morgan Stanley increased 1% on Thursday and JP Morgan’s stock rose slightly as […]

Beaufort Analysis No. 312 – Charging into the New Year

After a tumultuous December, investors started 2019 cautiously. Global economic data pointed to a slowdown amid tighter financial conditions in the US. After the new year’s first full week of trading, markets appeared to have regained some of their vigour. Firstly, the MSCI All Country World Index went on a run of positive performance, cumulating in a +7.8% return in […]

Beaufort Analysis No. 311 – Which Direction?

When markets closed for the year last Monday, most investors would have been pleased to see the back of 2018, well, the latter part of it anyway. In their worst performances since the financial crisis in 2008, the FTSE 100 index fell 12.5%, the Dow Jones fell 5.6% and the S&P 500 was down 6.2%; and this is despite registering […]

Beaufort Analysis No. 310 – A day is a long time in politics

Harold Wilson once said that a day is a long time in politics. If this past week has shown us anything, it is that even an hour can be a long time in politics. The week began with Theresa May intending to put her withdrawal agreement to Parliament for a vote, but by mid-morning on Monday, Number 10 had announced […]

Beaufort Analysis No. 309 – En Marche! (Towards Year-End Turbulence)

Wall Street finished last week with a bout of increased volatility with the S&P 500 down -2.3% on Friday in US Dollar terms; this resulted in the worst week for US equity markets since March. Conversely, US Treasuries experienced their greatest weekly rally in three years with the 10 Year US Treasury Yield finishing the week at 2.85%. Both of […]

Beaufort Investment finalist in Best Model Portfolio Service category – Professional Adviser Awards 2019

Fast on the heels of being named a finalist in the ‘Best Network’ category of the Professional Adviser Awards 2019, the judges have now confirmed that Beaufort Group’s Beaufort Investment is a finalist in the ‘Best Model Portfolio Service’ category.

Entries were taken from every corner of the industry and finalists are selected as standout examples of firms helping to move […]

Beaufort Group finalist in prestigious best network category – Professional Adviser Awards 2019

Beaufort Group has been a named finalist in the ‘Best Network’ category of the Professional Adviser Awards 2019.

Entries were taken from every corner of the industry and finalists are selected as standout examples of firms helping to move the industry forward.

Simon Goldthorpe, Group Executive Chairman commented: “We have seen significant change in business, with seven new partners joining in the […]

Beaufort Analysis No. 308 – Weather Forecast

“Earlier on today, apparently, a woman rang the BBC and said she heard there was a hurricane on the way…well if you’re watching, don’t worry, there isn’t!” The famous words of Michael Fish’s 1987 October forecast. What followed the very next day was a hurricane, with winds up to 110mph, causing over £5bn of damage in today’s money. Last week, […]

Beaufort Analysis No. 307 – Between Scylla & Charybdis

Market volatility continued over the course of the last week leaving the MSCI USA Equity index down -3.0% in USD terms for the month to date, while the MSCI All Country Global Equity index is down -1.6% in local currency terms. By Tuesday of last week, the “FAANGs” group of tech stocks, Facebook, Apple, Amazon, Netflix and Google, had lost […]