Opinion and Comment

The Food Revolution

So have you survived? Alongside an alcohol-free ‘dry January’ there has been a trend for ‘Veganuary’ – that’s giving up animal products for the first month of the year. Plant-based diets have been growing in popularity, with the rise of social media stars such as Ella Mills of Deliciously Ella, but also mainstream chefs, like Jamie Oliver, now regularly creating vegan recipes.

Maintaining a Long-Term Perspective Through Short-Term Volatility

Holden & Partners Investment Outlook 2019

by Amelia Sexton

At the start of 2018 we issued a message of cautious optimism to investors. A key tenet of this was that the synchronised global growth of 2017 was unlikely to continue indefinitely and that, as downside risks to the economy increased, higher valuations may be a sign of complacency in equity markets that were becoming progressively more expensive. We believed that a slowing global economy presented a more nuanced environment that would create ‘winners’, but also ‘losers’, and the disparity between the parts of the market delivering and disappointing on expectations would be stark. Clients needed to adjust to a more volatile environment, albeit one which would still be broadly supportive for risk assets.

The truth about palm oil

A certain cute orangutan named Rang-tan has been dominating social media in recent weeks. Iceland Food’s tear-jerking Christmas advert, discussing palm oil’s role in the destruction of the orangutan’s habitat, was blocked for its political origins, creating an internet sensation of outrage. Celebs were quick to add their voices, with James Corden tweeting that ‘everyone should see it’ and Julia Bradbury wondering ‘Why why why?’ was it banned.

Impact Investment – Innovation or Jargon?

by Amelia Sexton

Does the impetus behind impact investing lack substance, or is it a genuine force for industry change?

‘Impact investment’ is the newest phrase in the investment lexicon. The industry has never been short of a few buzzwords, and the latest term has garnered the attention of investors, institutions, and the press alike. Currently, only a small percentage of assets globally can be classified as being managed in this way, but what is certain is that the trend is no fad; in fact, it is very serious business.

A ‘New Normal’?

The volatility that permeated global markets during the first quarter of 2018 led many investors to fear that the nine-year equity bull market may be coming to an end. The subsequent return to index record highs allayed those concerns to some extent, although global markets continue to be characterised by greater fluctuations and uncertainty than investors had come to expect in previous years. In the first 6 months of 2018, the S&P 500 moved by more than 1% on 36 trading days, over four times the amount witnessed in the entire year during 2017 (eight days, to be exact).1

Gender Equality

The issue of gender equality in the workplace is a problem which is plaguing companies all over the globe. In this article, we endeavour to identify the root-causes of the issue, to present relevant and factual data, and to examine some potential solutions.

Brexit – Deal or No Deal?

“Events, dear boy, events”
– Prime Minister Harold MacMillan’s response to the question ‘What does the leader of a country fear most’

Two years on from the referendum vote confirming Britain’s decision to leave the European Union, the threat of a negative Brexit outcome continues to cause significant uncertainty for the UK economy. Perhaps more pertinently, how, not when, Britain exits the EU is casting doubt into the minds of investors.

Brexit does not differ from other potentially significant market developments in that investors need to evaluate the risks and opportunities it presents. It is therefore important to identify the potential consequences of a ‘No Deal’ Brexit, as well as how a deal may be struck, and the impact of each of these scenarios on the UK economy.

The Value of Long-term Investing

Investors would be easily forgiven for exhibiting elements of fear and trepidation when it comes to investing in stockmarkets. History has taught us that investing, in particular the equity genre, is laden with episodes of crises, crashes and volatility.