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Q2 2026 Investment Commentary

Welcome to our latest investment commentary. Last night's nail-biting semi-final was a reminder that, whatever the predictions - and however much we hope for a particular outcome - things do not always go as expected. Markets can be much the…
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A Brief Update on Current Events

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Firstly, we are saddened by the events currently unfolding in the Middle East, and our thoughts are with anyone who may have been affected, either directly or through loved ones. The recent US and Israeli military strikes on Iranian territory…
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Q4 2025 Investment Commentary

Happy New Year and welcome to our latest Investment Commentary. As we begin 2026, this edition will start with a round up of 2025, before moving on to our review of the fourth quarter and our outlook for the year ahead. 2025 ROUND UP  2025…
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Christmas Newsletter

It has been another great year at Carrington. We have welcomed new faces, celebrated team members and milestone birthdays, and enjoyed a team bonding weekend together. Behind the scenes, we’ve been making our reports more user friendly, implementing…
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Q3 2025 Investment Commentary

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Welcome to our latest investment commentary. This edition will cover the third quarter of 2025 and the outlook for the remainder of the year. Q3 REVIEW We are pleased to report that the strong returns seen at the start of the year have continued…
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Q1 2025 Market Insights Webinar

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We recently held our  Q1 Market Insights live webinar, hosted by our head of Investments, Mohsin Bukhari and Lucas Fildes. This was a well-timed and highly relevant session, featuring Sandy Pei, a fund manager at Federated Hermes, who…
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Q1 2025 Investment Commentary

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Welcome to our latest investment commentary. We trust you and your family are keeping well. This edition will cover the first quarter of 2025 and the associated volatility, as well as the outlook for the remainder of the year. Over the…
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Q4 2024 Investment Commentary

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Welcome to our latest investment commentary. In this edition, we review the final quarter of 2024, provide a round up of the year, and share our outlook for 2025. 2024 ROUND UP 2024 turned out to be a surprising year for asset returns, with…
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End of Year Message

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As the festive season and year-end approach, we wanted to take a moment to share some thoughts and updates, including some news from Carrington. Firstly, we would like to welcome Olivia to the team. Liv joined us a couple of months ago…
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Q3 2024 Market Insights Webinar

If you could not join us for the Q3 Investment webinar or would like to revisit what we discussed, please find the recording below. During the session, we covered the Q3 recap, including a market review (market volatility, interest rate cuts,…
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Q3 2024 Investment Commentary

Welcome to our latest investment commentary. This edition covers the third quarter of 2024 and the outlook for the remainder of the year. STRONG CARRINGTON PERFORMANCE  We are pleased to report that the sustained strong performance of…
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Q2 2024 Market Insights Webinar

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We recently held our 2024 Q2 Market Insights live webinar hosted by our head of Investments, Mohsin Bukhari and Lucas Fildes. We were delighted to have been joined by Nitesh Shah, who is the Head of Commodities & Macroeconomic Research,…