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Quarterly

Quarterly review for the third quarter of 2019

Global bonds and equities rose over the third quarter of 2019, returning 4.02% and 3.38% respectively in sterling as the Federal Reserve and the European Central Bank (ECB) eased monetary policy.

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Quarterly

Quarterly review for the second quarter of 2019

The second quarter of 2019 was a strong period for markets as global equities and bonds returned 6.28% and 5.76% respectively in sterling in response to increasing prospects of US monetary easing.

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Quarterly

Quarterly review for the first quarter of 2019

Global equities rallied after the sell-off in late 2018, rising 9.79% in sterling over the quarter. A shift in US monetary policy and dovish rhetoric from the Federal Reserve chairman, Jerome Powell, stemmed the ebbing tide of investor condence.

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Quarterly

Quarterly review for the fourth quarter of 2018

The year 2019 opened to a world of worry, contrasting with the investor optimism prevailing in January 2018. Global equities fell 10.57% in sterling terms over the nal quarter of 2018, erasing most of the previous two quarters’ gains and leaving the loss for the year at 3.27% in sterling.

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Quarterly

Quarterly review for the third quarter of 2018

The sharp falls in equities and bonds during early October overshadowed the benign market conditions of the third quarter of 2018. In the rst half of the month, global equities fell 6.40% in sterling, eradicating the 5.70% gain during the third quarter.

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Quarterly

Quarterly review for the second quarter of 2018

Global equities and bonds rose 7.01% and 3.30% respectively in sterling over the quarter, with returns enhanced by the pound’s 5.88% fall against the dollar. Central bank announcements confirmed the gradual pace of global monetary tightening.

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Quarterly

Quarterly review for the first quarter of 2018

January’s investor optimism moderated in February in the face of stronger-than-anticipated US wage growth and evanesced in March on fears that President Trump’s trade war.

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News

Brompton wins Thomson Reuters Lipper multi-asset investment award

Brompton Asset Management has won the 2018 Thomson Reuters Lipper UK small group award in the mixed assets class. The award recognises the achievements of Gill Lakin, Brompton’s chief investment officer, and her specialist multi-asset investment team.

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Commentary

Volatility is back - but don’t panic

Gill Lakin, Brompton’s chief investment officer, comments on the sharp fall in stockmarkets in early February 2018 triggered by fears of rising interest rates and outlines the positioning of Brompton’s investment strategies in the face of growing market volatility.

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Quarterly

Quarterly review for the fourth quarter of 2017

Gill Lakin, Brompton’s chief investment officer, discusses financial market trends over the final months of 2017 and the prospects for investors in 2018.

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Quarterly

Quarterly review for the third quarter of 2017

Gill Lakin, Brompton’s chief investment officer, discusses financial market trends for quarter 3 of 2017

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News

Brompton appoints David Hedderwick as head of fund research

Brompton Asset Management has appointed David Hedderwick, formerly a senior director at Stanhope Capital, the private investment office, as head of fund research. David’s skills will be deployed within Brompton’s investment team headed by Gillian Lakin.

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Quarterly

Quarterly review for the second quarter of 2017

Gill Lakin, Brompton’s chief investment officer, discusses financial market trends for quarter 2 of 2017

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Commentary

UK election commentary: Global asset spread shields investors from the UK’s hung parliament

Gill Lakin, Brompton’s chief investment officer, analyses the consequences of Theresa May’s failure to secure a Commons majority and outlines the positioning of Brompton’s investment strategies in the face of growing UK political uncertainty.

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Quarterly

Quarterly review for the first quarter of 2017

Gill Lakin, Brompton’s chief investment officer, discusses financial market trends for quarter 1 of 2017

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Quarterly

Quarterly review for the fourth quarter of 2016

Gill Lakin, Brompton’s chief investment officer, discusses financial market trends for quarter 4 of 2016

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Commentary

US election commentary: Positioning portfolios for The Donald

Gill Lakin, Brompton’s chief investment officer, analyses the economic and financial consequences of Donald Trump’s surprise presidential election victory and outlines the evolution of Brompton’s investment strategies.

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Quarterly

Quarterly review for the third quarter of 2016

Gill Lakin, Brompton’s chief investment officer, discusses financial market trends for quarter 3 of 2016

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Commentary

Post-Brexit vote commentary: positioning Brompton’s investment strategies

Gill Lakin, Brompton’s chief investment officer, outlines the changes the investment team has made in client portfolios in response to UK voters’ surprise majority for a departure from the European Union.

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Quarterly

Quarterly review for the second quarter of 2016

​Gill Lakin, Brompton’s chief investment officer, discusses financial market trends for quarter 2 of 2016

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Commentary

Brexit vote commentary: UK equities – "the heads you win, tails you win" asset class

Gill Lakin, Brompton’s chief investment officer, outlines the attractions of UK blue chip stocks and emerging market equities ahead of the UK referendum on European Union membership.

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Quarterly

Quarterly review for the first quarter of 2016

Gill Lakin, Brompton’s chief investment officer, discusses financial market trends for quarter 1 of 2016

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Commentary

Equity market commentary: global consumer stocks offer shield amid turmoil

Gill Lakin, Brompton’s chief investment officer, comments on the sharp fall in stockmarkets over the first six weeks of 2016 triggered by declining oil prices and fears but Chinese economic growth.

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Quarterly

Quarterly review for the fourth quarter of 2015

Gill Lakin, Brompton’s chief investment officer, discusses financial market trends for quarter 4 of 2015

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Commentary

US interest rate rise: no death knell for global equities

Gill Lakin, Brompton’s chief investment officer, comments on the first turn upwards in the US monetary policy cycle since 2006 and the likely impact on global financial markets.

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Quarterly

Quarterly review for the third quarter of 2015

​Gill Lakin, Brompton’s chief investment officer, discusses financial market trends for quarter 3 of 2015

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Commentary

China meltdown: avoid emerging markets but stick with developed world quality stocks

Gill Lakin, Brompton’s chief investment officer, comments on China’s economic woes and their implications for investors as fears about Chinese prospects prompt waves of selling in global equity markets.

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Commentary

Greece's 'no' vote: a buying opportunity for longer-term investors

Gill Lakin, Brompton’s chief investment officer, comments on the Greek referendum, reflecting on the potential consequences of the ‘no’ vote for financial markets and client portfolios.

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Quarterly

Quarterly review for the second quarter of 2015

Gill Lakin, Brompton’s chief investment officer, discusses financial market trends for quarter 2 of 2015

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Commentary

Grexit: a potential buying opportunity but it will pay to be highly selective

Gill Lakin, Brompton’s chief investment officer, comments on Greek financial crisis, reflecting on the potential consequences of Grexit for financial markets and client portfolios.

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Commentary

All eyes on the Fed as Tory victory ends UK political uncertainty

Gill Lakin, Brompton’s chief investment officer, comments on today’s general election result, reflecting on the consequences of the Conservative victory for financial markets and client portfolios.

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Quarterly

Quarterly review for the first quarter of 2015

Gill Lakin, Brompton’s chief investment officer, discusses financial market trends for quarter 1 of 2015

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Commentary

Brompton Asset Management: an introduction by John Duffield

As you look through our website you will discover more about Brompton’s dynamic asset allocation approach and the products and services we offer.

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Commentary

The Brompton investment process: an introduction by Gill Lakin

Brompton’s chief investment officer outlines our dynamic approach to multi-asset investing, embracing asset allocation, fund selection and the construction of portfolios designed to meet the risk and return objectives of our investors.

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Quarterly

Quarterly review for the fourth quarter of 2014

Gill Lakin, Brompton’s chief investment officer, discusses financial market trends for quarter 4 of 2014

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Quarterly

Quarterly review for the third quarter of 2014

Gill Lakin, Brompton’s chief investment officer, discusses financial market trends for quarter 3 of 2014

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Quarterly

Quarterly review for the second quarter of 2014

Gill Lakin, Brompton’s chief investment officer, discusses financial market trends for quarter 2 of 2014

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Quarterly

Quarterly review for the first quarter of 2014

Gill Lakin, Brompton’s chief investment officer, discusses financial market trends for quarter 1 of 2014

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News

The WAY Group’s WAY fund range acquired by Brompton

The WAY Group’s £148 million Global fund range has been acquired by Brompton Asset Management. The funds will now be managed by Brompton’s multi-asset class team led by Gill Lakin, the chief investment officer.

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