Welcome to the South River Blog

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

A toast to the Irish…

St Patrick’s day was earlier this week with the wild celebrations over the w/e to celebrate worldwide if you’re Irish…   while Irish Taoiseach Leo Varadkar seemed to be getting on well with Nancy Pelosi at a “Friends of Ireland” lunch at Capitol Hill while... read more

A big week for trade talks…

A big week for trade talks…Brexit enters the end game…markets in carnival mood, Elon Musk blasts off…Europe’s largest cruise ship MSC Bellissimo is launched in Southampton and it’s mardi gras week with Pancake Tuesday in the UK, Las Fallas in Spain, and of course the... read more

Mergers, Kim Jong Un, Heniz and Nelly…

Two Welshies in the office crowing after the w/e’s England drubbing and with the Azzurri playing so well against the Irish, we’ll probably lose to the Italians (and we’ve got an Italian in the team to boot!)…not good to be an Englishman…will make for merciless... read more

Jamgate

While Donald Tusk and the Beeb are sending out ever more shrill warnings about how the world is going to end for the Brits on 29 March when Britain leaves the EU the two party leaders in Westminster have been meeting and presumably discussing the merits of preparing... read more

“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

1 day ago
BMW reiterated its plans to build a new all electric mini at Cowley, Oxfordshire, in September…eventually building up to 100,000 per year… https://t.co/oQzVYZ3XLY SouthRiverAm photo
5 days ago
the UK is about to embark on its first new coal mine for 30 years, the Whitehaven mine will produce 2.5m tons of metallurgical coal per annum and will contribute up to £1.8bn to GDP over 10 years and create up to 2,500 jobs…

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