Investment Letter Q2 2022

“Inflation, like the genie in the lamp, is very difficult to control when it is released.” Iván Martín, Magallanes We are leaving behind the worst quarter for global equities and bonds in aggregate since 1990. With inflation remaining stubbornly high, central banks...

China – picking up the pieces

It has been a testing time for investors in China, which has experienced a series of shocks to the investment backdrop that have spilled over into all sectors of the equity market, both in Shanghai and in Hong Kong. In what follows, we will explain why, in the face of...
Ross Elder: 2022 PAM 50 Most Influential

Ross Elder: 2022 PAM 50 Most Influential

Ross Elder, Managing Partner at Lincoln, has been named in the PAM 50 Most Influential for 2022, which is the definitive list of those at the forefront of shaping private client wealth management in the UK. It is based on nomination and PAM’s knowledge of the...

Investment Letter Q1 2022

“I don’t know if war is always pointless,’ she said. ‘I know it’s always tragic.” Catherine Ryan Hyde Financial markets were unsettled this quarter by the deeply saddening events in Ukraine which have dominated the news over the last six weeks. Emerging Market, Asian...