60:40 Dead or Alive?

60:40 Dead or Alive?

We hear of the imminent death of the 60:40 portfolio as interest rates normalise. At Tellsons we believe that the recalibration of asset prices in recent months – the worst start to a year for both stocks and bonds in generations is a welcome ‘burning of the...
Top Ten: Financials

Top Ten: Financials

This week saw two of the Top Ten holdings in the EF Tellsons Endeavour Fund report first quarter earnings – Bank of America (2.3%) and Charles Schwab (2.2%). Here we take a look at their results and prospects for each going forward: Bank of AmericaOne of our top...
Russian pivot to an Asia rising

Russian pivot to an Asia rising

The humanitarian tragedy of Russia’s invasion of the Ukraine has descended like a pall over the world, and it is clear that defenceless civilians and the truth are as always the first victims of war.  Reading between the claims and counterclaims and peering...
AstraZeneca

AstraZeneca

AstraZeneca reassured markets on Thursday with a solid set of results that reiterated its excellent growth potential. Over the past year, the company has battled negativity around their Covid vaccine, pricing pressures in China and their £29 billion acquisition of...
Unilever’s marmite bid

Unilever’s marmite bid

I wrote in November about the likelihood that Unilever would use acquisitions to boost its growth. So the weekend news that the company had made three unsuccessful bids for GlaxoSmithKline’s consumer health business was not surprising, but the scale of ambition in...
Fund Commentary – Q4 2021

Fund Commentary – Q4 2021

Fund Managers: Joe Bunting, Christoph Wiedebach, Cranley Macfarlane MARKET BACKDROP: The fourth quarter saw markets struggle to balance the inflationary pressures of ongoing supply chain bottlenecks as the new Covid Omicron wave swept rapidly across the globe with...

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