Investment Commentary Q4 2018 & Q1 2019

The latest 4 Shires investment commentary is now available! Click here to view the investment commentary online.

The topics in this commentary include:

  • Brexit update – trade
  • Brexit update – politics
  • Sterling and Brexit
  • UK bankruptcies
  • Private equity problems
  • Europe and the far right
  • American exuberance
  • US politics and the 2020 election
  • The world’s biggest corporate profit
  • Boeing and Airbus update
  • Stocks: Fidelity China Special Situations, Ten Lifestyle, Hurricane Energy, RBS, GVC
  • Markets: UK market review, China trade war or Cold War two?
  • Investment outlook
  • Compliance section

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