Financial Highlights

Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include:

1. Digging below the surface of UK indices - A conundrum in UK equity valuations 



2. Time to shine - Gold is back in the spotlight 



3. Out of fashion - Is there still value in Europe’s equity markets? 



4. The hunt for yield - Attractive infrastructure investments are harder to find 



5. Running on empty - Are US and UK consumers driving into another crisis? 

Read the key issues shaping current investment strategy. 

The Kendal office has teamed up with Abbot Hall Art Gallery to host a new celebratory exhibition by revered Cumbrian artist Julian Cooper.

The exhibition Julian Cooper: Paintings from 1970 to 2017, runs from Friday 7th April through until Sunday 2nd July.

Richard Dawson, Regional Director said:

“We are always very keen to sponsor local events.  We have previously sponsored exhibitions with Lakeland Arts Trust and they’ve always been a great success so we are delighted to be involved in this exciting exhibition.”

“We are very proud to be able to play our part in bringing a collection of 30

Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter's key themes include:

1. The equity-bond conundrum: Has QE distorted financial markets?
2. Increasing dispersion: Equity market returns are diverging by sector, region and style.
3. Trouble in the eurozone: The ECB's latest move could be too little too late.
4. Reforming Japan: Corporate governance standards are improving.
5. UK commercial property: Investors might want to locate he exit points.

Read the key issues shaping current investment strategy.

If you would like

Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter’s key themes include:

1. Sterling looks overvalued, but currency headwinds may continue for some time.

2. With markets close to fair value, long-short strategies can boost performance.

3. Referendum: "Should Scotland be an independent country?"

4. China - hard landing or managed slowdown?

5. Emerging markets - are bonds a better way to gain exposure than equities?

Read the key issues shaping current investment strategy.

If you would like more information on

Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter’s key themes include:

A strong first half.

Paul Stockton, chief executive, said:

"An acceleration of net inflows in the second quarter helped our funds under management and administration reach £49.4 billion at 30 June 2020, down 2.0% over the half year against a backdrop where the FTSE 100 index decreased by 18.2%. Total net inflows were £1.3 billion in the first half, representing an annualised growth rate of 5.3%, while Investment Management generated annualised net organic growth of 1.4%. Our Unit Trusts business delivered another outstanding performance with net inflows of £0.6 billion, 68.7% ahead of the first