Tyndall Investment Management

As we enter 2025, manager of VT Tyndall Unconstrained UK Income, Simon Murphy shares a compelling investment opportunity beyond the technology sector. Watch the video on FundCalibre Ltd here 👉 https://lnkd.in/ef68Krkr #investmentthemes #2025outlook #ukmarket

There has been so much written about the US markets over recent weeks, and Tyndall Investment Management's Felix Wintle adds his views on why we remain bullish for next year. He outlines how we assess the market using Fundamentals, Macro and Technicals and why his style of investing is suited to the broadening out of participation in both stocks and sectors in the market, alongside the S&P500 and Nasdaq being in well-defined uptrends. Please get in touch to find out more. #usequities #activemanagement

Head of Tyndall Partnerships, James Sullivan, comments on the investment case for China in the Portfolio Adviser Magazine 'Four Views' column. Read more here 👉 https://lnkd.in/eziqmFzf #fourviews #fundselector #dfm #investmentmanagement

Simon Murphy, manager of VT Tyndall Unconstrained UK Income, shares his perspective on the outlook for UK equities in this video on FundCalibre Ltd 📽️ While predicting specific catalysts can be challenging, Simon highlights the current depressed sentiment, low allocations, and attractive valuations in the UK market. Despite these headwinds, he sees potential for a turnaround in 2025, supported by a positive economic outlook and undervalued world-class companies. Watch here 👉 https://lnkd.in/g5a7XuZr #2025outlook #ukmarket #catalyst #investmentmanagement #ukequities

"We've had some really difficult years, but it's created a situation where, with these relentless outflows and negativity, you've got a generational opportunity from a valuation perspective."  Simon Murphy, manager of the VT Tyndall Unconstrained UK Income Fund comments on the UK market as British stocks saw their first monthly inflow in five years in November. Read the article on Reuters 👉 https://lnkd.in/exvCK34C. #ukmarket #ukstocks #investmentmanagement

Richard Scrope, manager of the VT Tyndall Global Select Fund at Tyndall Investment Management, lifts the bonnet on the European Market and Germany in particular where the economic and political data is proving to be very different to stock market performance. This reminds us not only of the importance of active management and stock picking, but also to ensure there is a thorough understanding of ETFs, covering country and regions, and what they invest in. Read more below. #globalequities #activemanagement

Manager of the VT Tyndall Unconstrained UK Income Fund, Simon Murphy highlights his optimism for UK equities in FundCalibre Ltd's first instalment of their 2025 Investment Outlook series. 📺 Watch here - https://lnkd.in/efuSqHAb #investmentmanagement #2025outlook #equities #ukmarket

Manager of the VT Tyndall Global Select Fund, Richard Scrope comments on the vote of no confidence against the French government and it's impact on European markets on Investment Week. Read the article here 👉 https://lnkd.in/eEZm7p2x #frenchgovernment #europeanmarkets #investmentmanagement

In his latest opinion piece for Trustnet, Simon Murphy, fund manager of VT Tyndall Unconstrained UK Income Fund, shares insights into the current state of the UK economy and its impact on UK equities. Despite the recent Labour government Budget causing uncertainty, Simon remains optimistic about the medium-term prospects for UK assets. With UK equities trading at a significant discount to their US counterparts, he highlights a generational valuation opportunity that investors should not overlook. Check out the full article to read Simon’s thoughts on economic data, consumer confidence, and the outlook for UK equities in 2025: https://lnkd.in/ej3bcpvy #investment #ukeconomy #ukequities #marketoutlook #ukassets #keepcalmandcarryon #consumerconfidence

“Operating under an advisory licence is commendable but comes with certain administrative headaches. Adopting a trusted discretionary partner alleviates such headaches, by ensuring fund switches and/or rebalances are done at the discretion of the DFM, at the proverbial click of a button." Head of Tyndall Partnerships, James Sullivan comments on managing model portfolio services across multiple investment platforms for FT Adviser. Read the article here 👉 https://lnkd.in/enJdzJK8 #investmentplatforms #dfm #modelportfolioservice #investmentmanagement