News & Insights

James Timpson and Jake Reynolds looking at the last quarter of 2024, divulging the market’s response to the US election, fund prices and interest rate movements.

Our second Client Seminar presentation focused on the investments and movements the Investment team made in 2024, presented by Jake Reynolds, Asset Management Director. As he explains, it’s been a year of challenges and opportunities.

Our dedicated Investment Team provides you with key insights into the impact of currency fluctuations, infrastructure changes, and our specialised investment strategies on fund prices. Join experts Gary Reynolds, Jake Reynolds, and Nigel Breakell as they delve into why grasping these elements is essential when they come to make the investment choices that fuel our funds.

The third quarter of 2024 closed on a varied summer market. We sit with Jake Reynolds and James Timpson to talk about the rises and falls across the last three months, as well as detailing how the US FED rates have affected the market, and what the Investment Team are expecting.

The second quarter of 2024 closes with an election looming, as well as other factors around the world affecting markets. Jake and James from the Investment Team sit down to discuss.

Find out how Courtiers funds are performing. We work with our own model, which stems back to Harry Markowitz’s Modern Portfolio Theory and focuses on the ‘eggs’ you have in your basket.

Large and very expensive US stocks have outperformed their small good value counterparts since late 2017. This research note, by Jacob Reynolds, Courtiers Head of Asset Management, shows that since 1951 comparable periods have been rare and short-lived, lasting around four years. After this, the biggest most expensive stocks underperformed and small good value stocks bounced back to deliver superior long-term returns.

On international currency markets, the pound has been skirting close to parity with the dollar. But as Head of Asset Management, Jacob Reynolds shows, the official exchange rate may not be telling the whole story about what the pound is actually worth.

Jacob weighs in on what the Super Deduction means for business and productivity.

Jacob comments on reports of Amsterdam trumping London as Europe’s top share trading hub.