Weekly Digest

Outlook 2020

James Klempster, CFA

09 December 2019

When we started writing our weekly review back in 2015 we had an ambition to change the way that we communicated with our rapidly expanding, global client base.

We wanted to improve the tone of our engagements from the technocratic, dry and jargon heavy communications such as quarterly reports to provide easy to digest and topical notes from the very frontier of investment thinking.

Our beginnings were relatively modest but the weekly review has gone from strength to strength over the past four years and this year we thought we would celebrate by creating a compendium of 2019’s weekly blogs.

The team aims to provide a good mix of deep investment insight with a topical twist and I think that they have done an excellent job in 2019 in providing dozens of articles that when, viewed as a whole, provide a great overview of how the year has evolved.

On reading these articles again it is clear that it has been a challenging year for us all replete with political, economic and market events that have tested our resolve. Overall returns have been good for 2019 and we were correct to add risk back into portfolios during the difficult times in late 2018.

As the year is drawing to a close I would also like to use this opportunity to thank you for your support. We never lose sight of the imperative role that you play in our business. The reason why your clients trust us is because you trust us.

The partnerships we have forged between us are the lifeblood of this business; without you there would be no us. So from the whole team a resounding thank you for your support in 2019 and here’s to a prosperous and successful 2020 for you and your clients.

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