News – SORBUS

CORONAVIRUS APRIL UPDATE

The (relative) calm of markets in the week before Easter allowed us to discuss our analysis of the longer term ramifications of the virus, of governments responses and finally to what the economy will look like when it emerges from lock-down. Last week saw little development from the previous one,...

Easter update: effects of coronavirus on the economy

Our previous note relating to the corona virus discussed the short term impact of the frenetic global response to the pandemic, and the optimal strategy for investors in conditions of high uncertainty and fast moving markets. To recap in a concise manner: we didn’t know when the bottom would be,...

VIDEO LOG: coronavirus and market volatility

Investment Managers Richard Farmiloe and Max Thowless-Reeves discuss the latest bear market, its causes beyond coronavirus, and what investors might expect. https://youtu.be/LqLroN1CpLM

NEGATIVE YIELDS & CORONAVIRUS PANIC

AN UPDATE ON OUR SOVEREIGN DEBT TRADES Markets have clearly been highly volatile. It has been a long time since the circuit breakers (which halt trading when prices have fallen by a certain %) were used. Equity markets fell sharply yesterday and corporate debt markets were practically untradeable at any...

CORONAVIRUS UPDATE

26 February 2020 Markets have fallen sharply over the last few days, ostensibly because of worsening reports over the spread of coronavirus, and we wanted to communicate our thoughts on the matter. When faced with any threat the only two questions that matter are: Is the threat real?What should be...

Managing Partner, Susannah M Gray highly commended at the Personal Finance Awards 2019/20

Congratulations to Sorbus Partners' Managing Partner, Susie Gray on her recent success at the Personal Finance Awards. Susie was awarded highly commended as a finalist in the Investment Advice Specialist of the Year category.The Personal Finance Awards are now in their tenth year and continue to recognise excellence in professional financial planning and...

SORBUS VECTOR gains top rating on FE Trustnet

SORBUS VECTOR has been awarded a full five crown rating by FE Trustnet, recognising the outstanding performance of the fund over the last three years. Funds only become eligible for a crown rating once they have a three year track record. This marks the first time SORBUS VECTOR has been...

CITYWIRE INTERVIEW - observations from the family office space

Max Thowless-Reeves from Sorbus Partners and Penny Lovell, CEO of Sanlam Private Office share their thoughts and observations from the family office space right now with Citywire.