Jasper Falk joins Ekins Guinness as Associate Partner. Jasper spent over 20 years at JPMorgan where he established and managed JPMorgan’s Global Inflation trading business which assisted Pension Funds and Asset Manager clients in hedging and managing their liabilities
November report for TB Enigma Dynamic Growth Fund available on website
Sector leadership is changing and differs across Regions
Sterling: Focus on cheap valuation, not the politics
Technology is Overbought – Reduce
Published October report for TB Enigma Dynamic Growth Fund
Published Global Investment Strategy Highlights
TB Enigma Dynamic Growth Fund now available on Hargreaves Lansdown Platform
Turmoil in Consumer Sector (eg Dixons Carphone & WPP profit warnings). Still zero allocation to Consumer Services in our UK and Global Sector Models, and best still avoided
Comment from Ekins Guinness on valuation of Euro mentioned in MoneyWeek
http://moneyweek.com/the-pound-could-hit-parity-with-the-euro-but-if-it-does-buy-it/