This information is provided for information only and must not be considered as investment advice. You should seek professional investment advice before making any investment decision.
Updates and Commentary
Margetts Fund Management’s market commentary and Fund Management Diary documents are intended for intermediary use only and are not suitable for retail clients. The contents are based on the author’s opinion and are not intended as investment advice. Any research is for information purposes only, does not constitute financial advice or necessarily reflect the views of the author and is subject to change. You may download or print copies providing there are no alternations to the branding, contents, or the disclaimers within the document.
Weekly diaries are written by the Margetts Fund Management team. One weekly diary a month is written in conjunction with Capital Economics, who produce bespoke research on a relevant topic to financial markets. Capital Economics is regarded as one of the leading independent economic research companies in the world. The fund management team meet on a weekly basis to discuss the commentary written by Capital Economics, the main global economic themes, the investment strategy and they also analyse each of the funds and their underlying holdings. We provide a summary of these meetings so that advisers and investors can keep up to date with the management of their investments.
Our monthly diaries summarise major economic and market developments that occur over the month, and include a section of our views going forward. They also look at each of the Margetts Risk Rated portfolios in detail, and discuss some drivers of performance over the month.
Our quarterly commentaries reflect on markets and economics over the previous three months, and include a short section on our strategy.