Rosecut: Cutting through the noise

Qiaojia Li (Rosecut) and Robert Walsh (QVentures) discuss angel investing and how it can fit into your overall wealth strategy. Topics covered included successful strategies they have seen used before, along with some pitfalls.
Originally held on the 20th of July 2023.
Please remember past performance is no guide to future performance. The value of an investment and the income from it can rise as well as fall and investors
 may not get back the amount originally invested. Note that the tax benefits discussed in this presentation may vary as a result of statutory charges and their value will depend on individual circumstances. 

The holidays are almost here, which means cold nights, flashing lights and if you're lucky some presents too! Since everyone turns their attention to the festive period, analysts usually anticipate a seasonal uplift in stock markets this time of year, often referred to as the Santa Claus rally. But after a challenging year of high inflation levels, interest rate hikes and geopolitical tensions, many of us will just be glad to see the back of 2022.

For the final month of the year, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan mull things over for December and what they expect going into 2023. They look at how interest rate shifts impact the economy and some market leaders such as Tesla and Amazon have been subdued recently. They also discuss the potential effects of the US dollar strengthening and the risky path to an exit being taken by the Bank of Japan's Head as he gets ready to step down.

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As we edge closer towards the end of the year, a great deal of us will be glad to see the back of 2022 and its challenges. What with all the political uncertainty, record high inflation levels and a continuing cost of living and energy crisis hanging over us, a fresh start is welcome in 2023. This past month, the UK has at least partially restored its credibility with investors as seen by financial markets, but the Autumn Statement also served to highlight just what a dire state the economy is in. Fear not though, our investment team are here to break down things for you with their balanced view.

For this month of November, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss US inflation numbers (CPI and PPI consumer producer prices) and midterm election results, tech stock movements, and both political and social reactions to the tough COVID stance in China. They even touch upon recent news on the cryptocurrency space with FTX, Tether and other exchanges.

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Each year October is recognised as being a rather frightening month. And we don't just mean for Halloween. October is known for historic market plunges, from the market crashes of 1929, 1987 and 2008, and this month continues to be just as challenging. Inflation in the UK has risen above 10% for the second time this year, as households come under pressure from the sharpest annual rise in food prices for more than 40 years amid the cost of living crisis.

For this month of October, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the market impact of the UK government's short-lived mini budget, along with pension funds and government bonds, as well as touching on Q3 earnings of companies in the US.

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Following the sad news about the recent passing of HM Queen Elizabeth, there has been a relatively calm environment in markets so far this month. Our investment team touch upon whether her death will affect markets in any way, as a common question from our clients.

For the month of September, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan also discuss recent trends in bond and FX markets, the recently announced energy cap and the UK housing market. They will also look at the US CPI numbers, which were released this week and discuss the anticipation for a pivot in approach from the Federal Reserve.

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As the conflict with Russia continues to ravage the country of Ukraine and the Federal Reserve raise interest rates in an attempt to combat rising inflation, closer to home we are witnessing our own inflation levels hit 10.1% in 40-year high as the cost of living soars.

For the month of August, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss quantitative tightening, the upcoming Jackson Hole Economic Symposium and how a combination of short covering and a low volume of earnings created a recent market rally, which is not expected to continue as the dollar strengthens.

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The record-breaking heatwave this month has mirrored the growing intensity of political tensions for the UK government as Boris Johnson stepped down, the battle for a new PM ensues and inflation figures hit new highs of 8.2%. Our investment team summarise the key trends this month and how additional cash positioning within our investment portfolios has ensured even more  defence during these unprecedented times.

For the month of July, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the continuing trends of the bear market, political unrest in Italy and other parts of the world and other key aspects we have seen since last month.

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For all the celebrations taking place due to the Queen's Platinum Jubilee, markets remained a sober place as the bear market continued. Our investment team summarise the key trends this month and how defensive positioning with our investment portfolios have proven to be the right move.

For the month of June, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan share their thoughts on the continued inflation figures and the possibility of credit risk creeping in as we have seen before. They also discuss mounting pressure on the Federal Reserve to hike interest rates in order to appease markets, whilst the consumer price index is running high.

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Summer will soon be here, which means sunshine, holidays and spending more time outdoors. However the cost of living crisis is the main thing on most people's minds. The UK is facing a perfect storm of increasing prices, soaring bills and tax rises. During such uncertain economic times as these, it is important to understand the fundamentals of financial markets therefore you can trust our investment team to break things down for you.

For the month of May, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan share some of the latest updates on different asset classes as we continue to face the effects of a bear market. They also discuss the recent news with the crypto market crash and how a collapse of the stablecoin Tether would have a big impact. 

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As we move further into Spring and the new tax year, the second quarter of 2022 is looking to be another eventful one with a variety of geopolitical news, from the French election to the ongoing Russian conflict. But what is happening in the financial markets?

For the month of April, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss bond and equity markets, the market impact of the lockdown angst in China, and how the US Dollar has rallied to show signs of strength, continuing to power higher against the Japanese Yen. They also demonstrate how well positioned Rosecut investment portfolios are to deal with any market sentiment resulting from inflation, interest rates, Fed behaviour and the war in Ukraine. 

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