Author Archives: Lee

Following the announcement that Jonathan Waghorn and Mark Lacey, fund managers of the Investec Global Energy fund, are to leave on the 1st July 2012, Cockburn Lucas have placed the fund ‘under review’. Our expert research partners at Morningstar-OBSR have suspended the fund’s … Continue reading →

With the Retail Distribution Review (RDR) quickly approaching, the Financial Services Authority (FSA) have produced a guide on how forthcoming changes will affect you and the advice that you receive. To view the guide, please download the following PDF document: FSA’s … Continue reading →

A recent study by The Centre for Hedge Fund Research has found that hedge funds have out-performed other asset classes, such as equities, bonds and commodities, for the past 17 years. For more detail regarding this research, please download the … Continue reading →

Almost 77,000 people are to be contacted by the Financial Services Authority (FSA) to let them know they are being targeted by financial conmen. The regulator has revealed that it is getting in touch with 76,732 consumers who it believes … Continue reading →

Richard Jeffrey, Chief Investment Officer at our investment partners Cazenove Capital Management, has given his latest view on the world’s economy. To read what Richard has had to say, please download the following PDF document: A View from Moorgate – … Continue reading →

Our investment partners at Cazenvoe Capital Management have released their quarterly Market Review. To read Cazenove’s views on the markets in the first quarter of 2012, please open the following PDF document: Cazenove’s Quarterly Market Review

A strong performance from US and Asian stocks has helped push global equity indices to their strongest start to a year since 1998. Some indices are enjoying their biggest rally since 2009 as investors start to take on more risk. … Continue reading →

Far from being narrowly focused, the thriving Standard Life UK Ethical trust has an investable universe of half the FTSE 100 and FTSE 250 and holds stocks in all the major sectors. Good news for woolly liberals everywhere. Hurrah! An … Continue reading →

Equity markets could rise by 20 per cent this year as we head into a “normalised market” if positive economic trends continue, according to Thames River Multi-Capital co-manager Gary Potter. He said: “The stock market finished 2011 at 5,572 and … Continue reading →

We have recently been informed of a potential investor scam which is in operation in relation to our clients’ VCT holdings with Octopus Eclipse. The scam may involve you receiving an unsolicited call with an offer to buy your VCT … Continue reading →