Collaborative.
Progressive. Agile.
Heronsgate Capital provides dedicated wealth and investment advisory services. We’re committed to investing the time our clients need. Whatever the future holds.
Heronsgate Capital provides dedicated wealth and investment advisory services. We’re committed to investing the time our clients need. Whatever the future holds.
Sunday, 15th of September 2024
We enjoy working with people who, like us, are passionate about what they do. We are resourceful, inquisitive and open to challenge and so have much in common with those who entrust us with their wealth.
Ambitious yet realistic, we stand firm with our clients in even the most testing of markets, using proven strategies and offering advice that helps them manage and grow their investments. Our ability to put wealth into context enables our clients to realise their personal and professional ambitions.
Our macroeconomic outlook is by now well-rehearsed: high interest rates tame inflation only by bearing down on economic activity. As the economy slows, corporate profitability declines, workers are laid off and unemployment rises. In this update we discuss the four key risks in pinning our hopes on a positive economic surprise arriving just in time to validate very expensive equity markets.
READ MORE | 12th July 2024
In this update we discuss the narrow subset of stocks that have driven markets higher, such as those at the centre of the AI story, which appear to promise strong growth regardless of the economic backdrop. We follow this by taking a look at Nvidia, the flagship of the AI hysteria, to highlight the risk that such growth may not be as enduring as current valuations demand.
READ MORE | 9th April 2024