2021 ICM P1 Portfolios and Performance
Key Decisions As before, below are the condensed key decisions and rationales. Introduction of the TM P1 Sustainable World into…
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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…
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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 the worst…
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2021 Q1 ICM Commodities, Property & Alternatives
Commodities The improving economic outlook has manifested in the oil price as demand is likely to increase sharply as further…
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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…
P1 Investment Management
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 Asia region,…
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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 this year.
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2021 Investment Outlook
After such a dramatic year, it is astonishing to reflect that global equities will finished up by over 10% having…
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PLATFORM 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…
P1 Investment Management
Meet the Team – Gordon Scott
As a team with all different backgrounds and interesting stories to tell, we thought we’d take the time to let…
Scroll down to see Gordon's business photo...quite different