SORBUS spotlight: A modern version of an old story.
Bank runs are almost as old as banking. But familiarity does not make them any more comfortable when they happen.
Top stock picks – WealthBriefing
Richard Farmiloe, partner and lead fund manager of SORBUS VECTOR highlights his top stock picks this month for WealthBriefing.
SORBUS spotlight: The inflation peak is in. But that doesn’t mean rate hikes are done.
Last summer’s British heat wave was an excellent example of what behavioural economists tend to call recency bias, or the tendency of people to over fix on recent experience.
SORBUS spotlight: The five big questions for 2023
At first glance, the global economy of 2023 looks set to an unwanted repeat of 2022 – a year dominated by uncomfortably high inflation, slowing growth, rising interest rates and squeezed consumers.
SORBUS spotlight: How long will the recession last?
Economists are very bad at spotting recessions in advance. The Treasury publishes a monthly roundup of independent forecasts going all the way back to 1985. The really striking thing when looking back over it is that consensus forecasts failed to spot the recessions of 2020, 2008 or 1990 until months after they had already begun.
SORBUS spotlight: China. A five-chart story.
Rocketing inflation, soaring interest rates, war in Europe and British political turbulence (to put it mildly) have grabbed investors and analysts’ attention in 2022. However, in world-historical terms, the collapse in Chinese growth is the big news.
Top stock pick – WealthBriefing
As investors face increasingly volatile markets, high inflation rates and geopolitical tensions, Richard Farmiloe, fund manager of SORBUS VECTOR highlights his top stock pick for WealthBriefing.
SORBUS spotlight: pulled in two directions
In an ideal world fiscal and monetary would work to support each other. Sadly the world is often far from ideal but rarely has there been a divergence as sharp as the one currently being experienced in Britain.
The great debate around crypto assets
Founding partner and chief investment officer, Max Thowless-Reeves, continues the exploration of cryptocurrencies within wealth management as part of the Professional Wealth Management great debate series.
Next Gen: Scott Garratley, SORBUS Partners
SORBUS investment manager, Scott Garratley is featured as this week’s CItywire Next Gen star. He discusses his best investments to date, what drove him to wealth management, and what mild superpower he would choose.
SORBUS spotlight: two types of global inflation
For months Andrew Bailey, the Governor of the Bank of England, has warned that Britain is walking ‘a narrow path’ between the risks of ongoing high inflation and the chance of a recession. The Bank, in its latest forecasts, has now accepted that the most likely outcome is for the country to experience both: unpleasantly high inflation and a nasty recession.
SORBUS VECTOR fund delivers strong long term results
SORBUS VECTOR fund manager and partner, Richard Farmiloe, recently spoke with WealthBriefing about the macroeconomic outlook and how to achieve sustainable outperformance.