The 7IM Personal Injury Fund – August 2016 Comment

Markets continued to make progress through August, extending a long period of unusually low volatility. This might be put down to weak trading volumes in the summer period, but perhaps also to investors’ relatively cautious positioning: surveys revealed unusually high cash balances held by fund managers in their funds, keeping dry powder on the sidelines. Stock markets […]

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The 7IM Personal Injury Fund – June 2016 Comment

Markets were understandably shocked by the UK Brexit Referendum result.  As the polls closed, betting markets reflected a probability of a Remain outcome, and key Leave campaigners appeared to be conceding defeat. Hours later, early results confirmed that a shock was unfolding: far from the expected continuation of status quo, we were entering new and uncertain territory. Investors were […]

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Brexit Comment

The biggest risk to any investor is abandoning a long-term strategy based on short-term anxiety. The historic decision by the people of the UK to leave the European Union has no precedent. It will take time for the UK to re-establish relationships with Europe and the rest of the world. Most of Nestor’s clients are […]

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The 7IM Personal Injury Fund – May 2016 Comment

Stock markets generally rose through May around the world – at least for developed markets. Investors continued to step back from the growth scares that dominated the early part of the year, as  the  weight of data confirming a resilient global economy continued to build, and the recovery in oil prices (reaching close to $50 a barrel by late May – from a low of around $25 in February) continued […]

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