Healthcare may be one of our core investment themes, but given the lacklustre performance of many healthcare stocks over the last decade investors would be forgiven if they were to question why! Nevertheless, an increasing and ageing global population, growing wealth and health awareness in emerging markets, and mankind’s ability to innovate are presenting significant investment opportunities across the sector.
Monday 30 January 2012
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2011 Q4 Cenkos Newsletter
Now the drugs don't work, They just make it worse, But I know I'll see your face again. (The Verve 1997)
Thursday 05 January 2012
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Channel Islands Property Fund Limited is pleased to announce the purchase of a new property.
Monday 12 December 2011
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Cenkos News - The Reluctant Investor
For those savers and individuals who require an income, the current economic climate continues to be far from helpful. Despite the application of huge fiscal and monetary stimulus to reinvigorate global growth, policymakers have only succeeded in creating negative real interest rates.
Tuesday 06 December 2011
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Cenkos News - Super Committee, Super Surprise?.....No!
After three months of lobbing stones across the Atlantic at inept European politicians unable to agree on a plan to exorcise Europe of its Sovereign debt crisis, Americans have achieved a similar result. Anyone surprised?
Thursday 01 December 2011
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2011 Q3 Cenkos Newsletter
Riders on the storm, riders on the storm, Into this house we’re born, into this world we’re thrown, Like a dog without a bone, an actor out on loan, Riders on the storm. (The Doors, 1971)
Monday 03 October 2011
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Cenkos News - Market Update #2
Inevitable Outcomes in an Opaque World
Wednesday 07 September 2011
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Bailiwick Investments Limited - July Newsletter
Friday 12 August 2011
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Cenkos News - Market Update
What a difference a few days make, with apologies to Maria Grever. Only last week our outlook for the coming 6 months was one of gradual improvement.
Thursday 11 August 2011
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2011 Q2 Cenkos Newsletter
We have had a sky full of dark clouds recently: not only because of the Icelandic and (copycat) Chilean volcanic eruptions, but also in terms of macro economics. Moreover, a cloudy outlook is never positive for markets – higher energy prices, slowing global GDP and the whole Greek and European debt debacle have weighed heavily on investors’ spirits throughout the quarter.
Tuesday 28 June 2011
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Cenkos Channel Islands now has a dedicated Dealing Line!
Cenkos Channel Islands now has a dedicated Dealing Line specifically for trading enquiries; please therefore call 01481 742 199 to speak to the Guernsey Broking team directly…
Monday 06 June 2011
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The Board of Directors of the 'Channel Islands Property Fund Limited' announced on 12th May 2011 the interim results of the Company.
Tuesday 17 May 2011
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The Board of Directors of the 'Channel Islands Property Fund Limited' announce an interim dividend payment.
Tuesday 17 May 2011
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2011 Q1 Cenkos Newsletter
Of course, there is some argument as to whether Ben Bernanke is an adequate substitute for the Lord, but there’s no doubt that he’s feeling your pain…after all, he’s got his printing press working overtime! Today’s global dynamic remains on edge; in fact, it seems to be a rarity these days for much time to pass without some sort of disaster – political, economic or otherwise – to test investors’ resolve. This quarter has been no different: on the political front we have uprisings in Tunisia, Libya, Egypt, Yemen, Saudi Arabia and Bahrain and on the economic side we have the threat of inflation and rising interest rates coupled with the unimaginable human tragedy that is the Japanese earthquake. It is therefore somewhat surprising, given this ugly background, that the markets have actually been pretty resilient. Perhaps (sadly) we are becoming immune to bad news…
Tuesday 29 March 2011
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Cenkos News - Value Investing
Investing may be a vast and subjective area, but it does lend itself to some catchy one-liners. Recently, whilst doing some light holiday reading, it struck me how one, oft-used, phrase – ‘fear and greed’ – repeatedly described not only investor behaviour, but also encompassed all the theory. Consequently, I thought it would be interesting to write a short note on the concept, particularly in relation to our preferred investment ethos: ‘value’.
Friday 25 March 2011
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Cenkos Channel Islands announces its Annual Results for the year ended 31 December 2010
Please click here for the 2010 financial report and accounts
Friday 11 March 2011
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Bailiwick Investments Limited enters in to an agreement to purchase 55% of the share capital of Legis Group Holdings Limited
Monday 07 March 2011
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Cenkos Global Equity Fund Launch
Our new Global Equity Fund's objective is strong long term capital growth. It will provide exposure to a wide range of opportunities, including: changing global demographics and increasing emerging market wealth; the resultant potential effect on food and energy inflation; and, traditional, large-cap, diviend- paying stocks.
Monday 07 March 2011
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Cenkos is on the move!
On Monday 7th February Cenkos will be moving to new offices in the Market building.
Monday 31 January 2011
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‘Channel Islands Property Fund Limited’ acquires a second property.
Wednesday 05 January 2011
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Launch of Channel Islands Property Fund Limited
Cenkos Channel Islands has successfully launched a new fund whereby investors have the ability to invest in local property within the Channel Islands.
Wednesday 29 December 2010
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2010 Q4 Cenkos Newsletter
American politics have taken an interesting turn of late, particularly with the extraordinary sight of President Clinton’s recent solo re-appearance in the White House briefing room to help sell the recent extension of the Bush tax cuts to the Democratic Party faithful. Obama clearly (and very publically) isn’t comfortable with all this, but it is a sure sign that a policy change to a more centrist tack is more than underway.
Wednesday 22 December 2010
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Cenkos News - Offshore Gold Limited
Statement ending participation in Offshore Gold Limited
Friday 17 December 2010
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Newbery launch the 'Cenkos' Bat!
Newbery launch the 'Cenkos' - the most expensive Cricket Bat ever manufactured!
Wednesday 08 December 2010
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On Your Best Behaviour
The science of behavioural economics… Sounds potentially rather dull, doesn’t it? On the contrary, we believe that studies in this newly popular discipline are not only fascinating and revealing, but could also help to strengthen the conceptual and empirical underpinnings of macroeconomic policy.
Friday 05 November 2010
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Gold
Gold burst through the US$1,300 mark on the 28th September 2010. We step back to analyse the reasons for the strength of the recent move, its drivers and, most importantly, its sustainability.
Wednesday 13 October 2010
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Cenkos Channel Islands announces its Interim Results for the period ended 30 June 2010
Please click here for the 2010 interim financial report and accounts
Friday 08 October 2010
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2010 Q3 Cenkos Newsletter
One of the core themes within our investment strategy this year has been the belief that corporate balance sheets, particularly those of global companies with great franchises, remain very strong and look attractive in terms of debt and equity. As we concluded in last quarter’s commentary, it is likely that, as time passes, investors will focus on these global companies to provide them with an inflation-adjusted income stream and long-term global growth.
Monday 27 September 2010
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Could this be a stock-picker's paradise?
A common misconception held by too many investors is that buying equities and then holding them for the long term will result in a capital gain. Unfortunately, (and thankfully for us investment management types) it isn’t that simple.
Tuesday 24 August 2010
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It's déjà vu all over again (“Yogi” Berra, New York Yankees)
Wednesday 18 August 2010
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Cenkos Q2 Newsletter 2010
Cenkos Q2 Newsletter 2010
Thursday 01 July 2010
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It's all getting a bit technical!
For full article please see attached
Friday 18 June 2010
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Current turmoil: buying opportunity or trigger to sell?
For full article please see attached
Monday 24 May 2010
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CENKOS IS ON THE MOVE!!
The Jersey office of Cenkos Channel Islands is moving to new premises this weekend.
Friday 30 April 2010
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Cenkos to act as Broker to Fidelity China Special Situations PLC (“FCSS”)
We are delighted to announce the launch of Fidelity China Special Situations PLC ('the Company'), a new closed-ended investment company which is expected to list on the main market of the London Stock Exchange in April. Cenkos Securities PLC in London will act as sole UK sponsor, broker and bookrunner to the Company
Thursday 04 March 2010
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Cenkos Channel Islands announces its Annual Results for the year ended 31 December 2009
Please click here for the 2009 financial report and accounts
Wednesday 24 February 2010
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