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  • Quarterly Investment Webinar - January 2018

Market Comment  24/01/2018

Quarterly Investment Webinar - January 2018

Catch up on the recording of our latest Investment Webinar, where you can find out from Hector Kilpatrick and David Appleton why we remain bullish on the near term outlook for equities and to learn which market signals are a challenge to this view ...and why we think they are wrong!

To tailor your viewing of the Webinar, please use the bookmarks below, which indicate the number of minutes into the session at which you can find out about the following topics:

02:00 - Recap of Cornelian's investment objective and philosophy
04:09 - Recap on current positioning
07:52 - Notable asset allocation changes
08:34 - Why we are more positive on the short-term outlook
14:44 - Which market signals challenge this view
25:20 - US Tax Reform:  the impact on equities and the Cornelian funds
26:35 - US Tax Reform (cont) 
28:33 - Equity positioning overview
31:37 - Equity positioning explaining the changes over the quarter
36:55- Fixed Income positioning 
44:57 - Alternatives overview
51:43 - Summary 
53:00 - Q&A

Investment Team

Market Comment  06/03/2019

Market Commentary March 2019

Cornelian's Investment Team give their take on the market activity in the month past, citing recent company trading updates as a reason for positivity. The team's Investment Outlook is also detailed, with thoughts towards subsiding political uncertainty and what this might mean for investors.

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Market Comment  04/02/2019

Market Commentary February 2019

A Market Overview for the month past is given by Cornelian's Chief Investment Officer, as well as an Investment Outlook with consideration towards US economic growth, a recovering oil price and Brexit.

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