News & Information

Recent news stories regarding our IFSL RC Brown UK Primary Opportunities Fund are below.
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9th August 2022

July: UK market bounces from June lows Markets regained some poise following sharp falls the previous month. The outlook remains a difficult one with inflation still rising and central banks forecast to raise interest rates further in order to combat it. The risk of recession remains real, albeit current expectations are not for a deep… Click to find out more

5th July 2022

June: A miserable month to cap off a difficult first half of the year for global equities June proved a month to forget for risk assets. Indeed, the FTSE All share lost 4.6% in the first half of the year. The FTSE 100 with its high weighting to energy and miners has held up relatively… Click to find out more

9th June 2022

May: Markets stand firm despite UK inflation hitting 40 year highs May proved a volatile month albeit the UK market posted modest gains. Large caps again outperformed mid and small caps. The latter are suffering due to their greater exposure to consumers whose spending power has been hit hard by rising commodity prices as a… Click to find out more

9th May 2022

April: Global growth softening April was relatively benign until the last week of the month which saw market volatility following hawkish comments from the Federal Reserve indicating interest rates may rise faster than expected.  Concerns over consumer strength grew, as higher commodity prices start to bite as a result of Russia’s invasion of Ukraine. Whilst… Click to find out more

7th April 2022

March: UK inflation hits 30 year high; markets regain some poise March has seen further market volatility as the ongoing Russian invasion of Ukraine continues and energy prices remain substantially higher than before the war began. Whilst we hope for peace, stock markets will continue to fluctuate on news flow as hopes rise and recede… Click to find out more

4th March 2022

February: A gremlin in The Kremlin As investment managers we shall stick to our area of expertise in writing about the impact of Russia’s invasion of Ukraine on equity markets. Naturally we condemn Russia’s outrageous actions. History suggests market falls as a result of military action prove relatively short lived. However, this time around, the… Click to find out more

8th February 2022

Mail On Sunday January 2022

8th February 2022

January: Volatility to the fore; UK market outperformance Markets began 2022 as they had ended – with a flourish. This however proved short lived as global equities, particularly technology and growth stocks, suffered sharp falls. Concerns over the withdrawal of monetary stimulus by central banks and the prospect of rising interest rates has resulted in… Click to find out more

10th January 2022

December: A belated Xmas rally as worst case Omicron fears prove unfounded The UK market ended 2021 with a flourish as the news flow over the latest Covid variant, Omicron, proved less bad than feared – more transmissible but less severe than Delta. Hence the greater restrictions introduced early in the month are unlikely to… Click to find out more

7th December 2021

November: Omicron sell off and our take on ESG Just as the UK market was threatening to break higher, news that a new, potentially more transmissible Covid variant, Omicron, had been detected, global markets went into reverse on fears tougher restrictions would need to be implemented and the damage this might wreak on recovering, albeit… Click to find out more

9th November 2021

October: Write the FTSE 100 off at your peril October saw global equity markets put behind them the falls in September with strong gains in all major markets. The UK was a relative laggard albeit the FTSE 100 still managed to reach its highest level since February 2020. Much has been written about the demise… Click to find out more