James Spence, Author at Cerno Capital

Investment Postcard dated 9th August 2022 – Back to America

09/08/2022

By James Spence

Equities during a time of inflation

13/07/2022

By James Spence

Cerno Capital Investor Update 2022 – Summary and Q&A

13/06/2022

By James Spence

Russia’s invasion of Ukraine – impact on the global investment outlook

25/02/2022

By James Spence

Holding changes within the Global Leaders strategy

06/01/2022

By James Spence

Can a high-quality portfolio of equities protect against inflation?

16/06/2021

By James Spence

Investment Letter dated 28th May 2021 – Asymmetry & asynchronicity, repression & compression

28/05/2021

By James Spence

Investment Letter dated 1st February 2021 – Maths problems & punk

01/02/2021

By James Spence

Abe resigns – consequences for the investment case for Japan

31/08/2020

By James Spence

Investment Letter dated 30th July 2020 – Looking round corners

30/07/2020

By James Spence

Investment Letter – January 2020

29/01/2020

By James Spence

Global Equity Markets – US versus Rest of the World

03/12/2019

By James Spence

James Spence

Investment Postcard dated 9th August 2022 – Back to America

Equities during a time of inflation

Cerno Capital Investor Update 2022 – Summary and Q&A

Russia’s invasion of Ukraine – impact on the global investment outlook

Holding changes within the Global Leaders strategy

Can a high-quality portfolio of equities protect against inflation?

Investment Letter dated 28th May 2021 – Asymmetry & asynchronicity, repression & compression

Investment Letter dated 1st February 2021 – Maths problems & punk

Abe resigns – consequences for the investment case for Japan

Investment Letter dated 30th July 2020 – Looking round corners

Investment Letter – January 2020

Global Equity Markets – US versus Rest of the World

CERNO CAPITAL PARTNERS LLP

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+44 (0) 20 7036 4110
[email protected]

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CERNO CAPITAL PARTNERS LLP

34 Sackville Street, Mayfair, London, W1S 3ED +44 (0) 20 7036 4110 [email protected]

Disclaimer | Privacy & Cookies RTS Qualitative disclosure 2021 | RTS Quantitative disclosure 2021 Pillar III | Order Execution Policy | GDPR | Financial Ombudsman Service | Shareholder Rights Directive Cerno Capital Partners LLP is Authorised & regulated by the Financial Conduct Authority

EXPLORE

FOLLOW

34 Sackville Street, Mayfair, London, W1S 3ED
+44 (0) 20 7036 4110
[email protected]

Disclaimer | Privacy & Cookies
RTS Qualitative disclosure 2021 | RTS Quantitative disclosure 2021
Pillar III | Order Execution Policy | GDPR | Financial Ombudsman Service | Shareholder Rights Directive
Cerno Capital Partners LLP is Authorised & regulated by the Financial Conduct Authority