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\r\n July Investment Review<\/a>\r\n <\/div>\r\n
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By Kevin Miskin, Hottinger Investment Management July offered a something for \u2018glass half full\u2019 and \u2018glass half empty\u2019 investors alike. Politics scored highly for those of a pessimistic disposition as … <\/p>\n

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\r\n Working from home – The new normal?<\/a>\r\n <\/div>\r\n
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By Andrew Butler-Cassar, Hottinger\u00a0Private Office So we have another three letter acronym to get used to, no not my initials but WFH, \u2018working from home\u2019. Some will wonder what all … <\/p>\n

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\r\n July Investment Committee: The performance of risk assets and economic scarring<\/a>\r\n <\/div>\r\n
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By Tim Sharp, Hottinger Investment Management The continuing rally in risk assets continues to feel out of step with our view that growth and earnings have been fundamentally impaired by … <\/p>\n

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\r\n COVID-19: Can we afford to risk a second wave?<\/a>\r\n <\/div>\r\n
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By Tom Wickers, Hottinger Investment Management The UK economy is open for business. Non-essential shops, restaurants and pubs have tentatively wiped down their counters and unlocked their doors as the … <\/p>\n

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\r\n Will Dollar Dominance Diminish?<\/a>\r\n <\/div>\r\n
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By Laura Catterson, Hottinger Investment Management The US dollar dominates global trade. It accounts for over 60% of the world\u2019s currency reserves and in 2019, was involved in 88% of … <\/p>\n

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\r\n June Investment Review<\/a>\r\n <\/div>\r\n
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By Kevin Miskin, Hottinger Investment Management The rally in global stock markets showed no sign of abating in the early part of June as countries started to emerge from lockdown, … <\/p>\n

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\r\n Hedge funds raise the alarm bells, but should we listen?<\/a>\r\n <\/div>\r\n
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By Tom Wickers, Hottinger Investment Management Hedge fund managers have featured heavily in financial news in recent weeks, highlighting their short positions and foretelling another stock market slump[i]. Valuations continue … <\/p>\n

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\r\n June Strategy Meeting turns its focus to Europe<\/a>\r\n <\/div>\r\n
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By Tim Sharp, Hottinger Investment Management US Federal Reserve President Powell used the post June Federal Open Market Committee meeting press conference to inject an element of reality into the … <\/p>\n

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\r\n To rise from the ashes of Covid-19 into the heat of Brexit<\/a>\r\n <\/div>\r\n
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By Tim Sharp, Hottinger Investment Management The economy has been put into a self-induced coma to halt the spread of Covid-19 and the resulting economic downturn has been significant, requiring … <\/p>\n

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\r\n May Investment Review<\/a>\r\n <\/div>\r\n
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By Kevin Miskin, Hottinger Investment Management The UK experienced is sunniest spring since records began in 1929, according to the Met Office. Investors certainly saw few dark clouds in May … <\/p>\n

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\r\n Pharmaceuticals: A heavy hitter of 2020<\/a>\r\n <\/div>\r\n
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By Tom Wickers, Hottinger Investment Management In the wake of the Covid-19 crisis, very few companies have flourished. Those that had infrastructures tailored towards the lifestyles of homebound consumers, such … <\/p>\n