Category: IC Insights
What to do in the next recession…
If you have a few hours spare and are partial to a decent film, I would highly recommend watching “The Big Short”. A word of warning though, you are unlikely to come out the other side more positive than you went in. It follows the stories of a…
Alex Chappell
30th August, 2019
Question the Committee – Edition 5
Chairman’s Note I’d like to start by thanking you all for your questions and engagement. With the last six months encompassing some of the best and worst periods for investment markets in over a decade, this year’s edition comes at an extremely interesting time. As such…
DB Wood Team
7th June, 2019
Investment Review Quarter 1 2019
Market Review We came into 2019 on the back of the worst fourth quarter for certain equity markets since 1931 and the Great Depression. However, as we wrote about in January, we categorically disagreed with investors’ fears that we were quickly heading for a global recession…
DB Wood Team
5th April, 2019
Spring Statement: The Takeaways
If the Brexit process was a dart board, the scheduling of this spring statement would have hit the bullseye. With just two weeks to go before the March 29th deadline (although at this stage that looks likely to be extended), this was never going to be transformational. Nonetheless,…
DB Wood Team
15th March, 2019
Infrastructure Innovation – In More Ways Than One…
One of our core values is to be better in six months than we are today. For our investment team, that not only means constantly looking to improve ourselves and our process, but also striving to find new opportunities. This year we have progressed an idea in an…
Alex Chappell
8th February, 2019
Investment Review Quarter 4 2018
Market Review The last 3 months of 2018 marked one of the worst quarters for investment markets since the Global Financial Crisis. Whilst Brexit uncertainty here at home has to take some flack, concerns over the health of the global economy were more central. However, in…
DB Wood Team
11th January, 2019
2018 – The rebalance ‘Back to Normal’ has started…
2018 sits at the end of a decade of generally strong investment markets. With interest rates at super low levels, the flow of money into all assets has been consistent and relentless for much of this period. Even in cautious mandates, where the majority of your return comes…
Alex Chappell
7th December, 2018
*The views and opinions expressed in this article are those of the author and do not necessarily reflect the official policy or position of DB Wood* To this day I still believe David Cameron’s decision not to lead the country through one of the most important…
Alex Chappell
23rd November, 2018
Albert Einstein famously once said “compounding is the eighth wonder of the world. He who understands it, earns it… he who doesn’t… pays it”. There are two ways an investment can give you a return, it can produce an income, or the capital value can rise.
Alex Chappell
2nd November, 2018
Investment Review Quarter 3 2018
Market Review We finished our last quarterly update expecting a challenging third quarter for both equities and bonds. Both markets emulated UK weather patterns, as once the beautiful weather we saw in April through July subsided, cloudier skies took hold. The winds mostly blew in from…
Ashley Brooks
5th October, 2018