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P1 Investment Management launches new sustainable multi-asset fund

P1 Investment Management (P1) has launched a sustainable multi-asset fund, managed by P1’s CIO Will Dickson and it’s Head of…

2021 ICM P1 Portfolios and Performance

Key Decisions As before, below are the condensed key decisions and rationales. Introduction of the TM P1 Sustainable…

2021 Q1 ICM Outlook and Equity Valuations

The last quarter of 2020 was extremely positive for equity markets, driven by several announcements from vaccine trials. These suggested…

2021 Q1 ICM Politics, Foreign Exchange Movements, Coronavirus Focus and Global Economy

Global Politics The US Election held at the start of November resulted in what was preceding flagged as…

2021 Q1 ICM Commodities, Property & Alternatives

Commodities The improving economic outlook has manifested in the oil price as demand is likely to increase sharply…

2021 Q1 ICM: Japanese, Asian and Emerging Markets Equities

Asian and Emerging Market Equities Asian and Emerging Market equities have continued to be strong performers as the…

2021 Q1 ICM: US, UK and European Equities

US Equities US equities have lagged significantly over the quarter, reversing some of the outperformance seen so far…

2021 Investment Outlook

After such a dramatic year, it is astonishing to reflect that global equities will finished up by over 10% having…

CASE STUDY: Nick Skelhorn, Corrival Capital

Nick built his career and experience in large, well-known national investment firms. At the same time, he developed strong relationships…

Meet the team – Gordon Scott

As a team with all different backgrounds and interesting stories to tell, we thought we’d take…