Mountstone create and manage bespoke investment portfolios for wealthy families, charities and trusts. CEO James Keen publishes a monthly investment update for their clients. Here is February’s Newsletter:-
Equity markets around the world have suffered their worst start since 2010, with the emerging economies leading the charge into negative territory. We explore the reasons for the recent rout and consider whether these ‘cheap’ markets will become cheaper before a real buying opportunity emerges……