News & Insights
Investment Desk Bulletin January 2022
London & Capital's monthly Investment Desk Bulletin gives you direct insight into how our investment specialists are interpreting the current markets and building this into your portfolio. Each month a member of our Investment Desk will be giving a summary of the...
AndPapers Q1 2022 | Normalisation in a post-pandemic world
2021 featured a fast rebound in economic activity as vaccines allowed for progressive re-openings, so global output is almost back to pre-pandemic levels. Despite an upturn in Delta infections (and the more recent emergence of Omicron), economic growth remains well...
How to shore up your investments in turbulent times
Bespoke investment solutions are the answer for businesses buffeted from all sides. The investment world has been hit by a perfect storm of problems. Regulatory changes are coming thick and fast, while inflation is rising – an issue for companies such as insurers – as...
This is not the end of super-cheap money
Is this the end of super-cheap money? Judging by various headlines, it would be easy to believe that central banks are on the verge of withdrawing their loose monetary policy altogether. But is this really the case? After more than 18 months of central bank support,...
Are we heading for structurally higher inflation?
Even if full normalcy is still a long way off, people are ready to return to ‘life as we knew it’. Shops have reopened, international travel is taking off again and vaccines are being rolled out globally. Closing the remaining slack will keep boosting economic growth....
AndPapers Q4 2021 | Return to life as we knew it?
Even if full normalcy is still a long way ahead, shops are reopening, vaccines are rolling out and people are ready to return to ‘life as we knew it’. Closing the remaining slack will keep providing impetus to economic growth, but there is evidence that the speed of...
Investment Desk Bulletin October 2021
London & Capital’s monthly Investment Desk Bulletin gives you direct insight into how our investment specialists are interpreting the current markets and building this into your portfolio. Each month a member of our Investment Desk will be giving a summary...
The Debrief Webinar | Q4 2021
We invite you to sit down with our Chief Investment Officer, Pau Morilla Giner, and Head of the Private Investment Office, Iain Tait, as they debrief on the last quarter and look ahead to potential market trends for Q4. They examine the geo-political shifts, cyclical...
Why stock selection will play a greater role in portfolio performance going forward?
In the first half of this year, economic growth has roared back. With it, equities have delivered another period of strong returns. While we remain constructive on returns going forward, we believe stock selection will play a far greater role in portfolio performance...
Global Captive Podcast | Episode 54
Shadrack Kwasa, Executive Director and Rabbani Wahhab, Senior Fixed Income Portfolio Manager, sit down with Richard Cutcher, host of Global Captive Podcast to give their Q1 Investment Update. Listen to the Podcast Episode below, to listen to London & Capital’s...
Should we be worried about inflation?
More than one year from the onset of, what would become a global pandemic, the world is slowly starting to return to normal activity levels. Thanks to a progressive vaccine rollout, we have seen the gradual reopening of economies and a recovery in business activity....
Investment Desk Bulletin July 2021
London & Capital’s monthly Investment Desk Bulletin gives you direct insight into how our investment specialists are interpreting the current markets and building this into your portfolio. Each month a member of our Investment Desk will be giving a summary...