by lpioAdmin | Mar 31, 2023 | Investment Letters, Perspectives
“Banking is very good business if you don’t do anything dumb.” Warren Buffett This year started with a sharp rally in equity markets. Having entered the year with our portfolios cautiously positioned, including a higher cash balance than we would...
by lpioAdmin | Dec 31, 2022 | Investment Letters, Perspectives
“Change is the law of life. And those who look only to the past or present are certain to miss the future.” John F. Kennedy A glance at the returns of all major asset classes over the past 12 months would confirm that 2022 has been incredibly challenging...
by lpioAdmin | Sep 30, 2022 | Investment Letters, Perspectives
“We all need to get the balance right between action and reflection. With so many distractions, it is easy to forget to pause and take stock.” Queen Elizabeth II At the start of the summer, a traditionally quieter time for trading activity, investors around the world...
by lpioAdmin | Sep 22, 2022 | External, New Hires, News
Boutique firm Lincoln Private Investment Office has appointed Tom Braithwaite as a partner and adviser. With over 15 years’ industry experience, Mr Braithwaite joined the firm from Barclays Wealth Management where he was a director and co-founder of the financial...
by lpioAdmin | Jun 30, 2022 | Investment Letters, Perspectives
“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...
Recent Comments