Welcome to the South River Blog

Follow us to hear our latest market views, commentary and company insights from our investment team.

“January sick and tired you’ve been hanging on me”

“January sick and tired you’ve been hanging on me” Well January is over, thank goodness! Interestingly Scottish rock group Pilot’s 1979 hit “January” wasn’t about the month at all but songwriter David Paton’s girlfriend. The song reached number one in the... read more

Our 7 favourite themes for 2019

1. High yield fixed income and emerging market debt Having sold off aggressively during the second half of 2018, this asset class is becoming attractive, in our view, yielding circa 7%. Short-dated global high yield (under three years) can be bought with yields of 5%... read more

Confessions of a Sinophile

Before the reader gets too nervous about the title, a Sinophile is someone who loves China. My birthplace of Liverpool boasts the oldest Chinese community in Europe with the biggest arch – or paifang – outside of China; a gift shipped from its twin-city of... read more

The weed revolution

Since everyone is talking about Cannabis…..I thought I’d try to get some of the facts on the table. First of all, why do we care? Over 7 billion Canadian dollars have been raised in the last 3 years in the cannabis sector[1], approximately 30 companies of note, and... read more
 

Our Latest Tweets

3 days ago
Managers increase gold exposure as dovish Fed paves way for price rally

#gold
#FederalReserve

https://t.co/7RGJJmtf5S https://t.co/q9lMRY9c0p
SouthRiverAm photo
3 days ago
Saw management of Banca Monte dei Paschi di Siena this week, oldest bank in the world, founded 1472...definitely press talk of new ECB led monetary easing in the air to loosen money supply and boost the euro banking system… https://t.co/CSnLfhwjdI
5 days ago
Interesting report out from Deloitte showing strength in UK regional construction…with construction booming up north the UK government’s plans for a “Northern Powerhouse” may yet prevail…positive for PRSR and SWEF, both UK real estate investment trusts
https://t.co/q9Zd4vuROA
1 week ago
On the blog: Well January is over, thank goodness! How's the start of your February? https://t.co/G3iq5GMdbq

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