Rupert Thompson

Rupert is the Chief Investment Officer at Kingswood in London. Rupert has a MA from Oxford University and has worked in the City for over 30 years as an economist, equity strategist and head of research at a variety of institutions including PAM Global Investments, Henderson Global Investors and UBS. Rupert leads the Kingswood central investment team which is responsible for the investment and fund selection process. Learn more here.

Stories by Rupert Thompson

  • The Rabbit Is Out of the Hat

    Jan 25, 2023

    Chinese equities are well placed to continue to outperform. They remain inexpensive and growth should rebound as the economy reopens. #economies #global

  • Can The UK Make a U-Turn?

    Nov 03, 2022

    The hope now is that the government’s various U-turns will allow some semblance of stability to be restored. #markets #strategy

  • Oil Moves Centre Stage

    Mar 15, 2022

    The Brent oil price has jumped to a 13-year high of $120-130/bbl and could well rise significantly more if the ban on Russian oil were to go ahead.

  • No Shelter From Inflation

    Jan 18, 2022

    Inflation should now be very close to a peak but the pace and extent of the decline from here remains a subject of intense debate.

  • Time To Value

    Jan 14, 2022

    Markets are forward-looking and earnings growth is set to slow significantly over coming quarters and will clearly depend on the strength of the economy

  • Jobs Galore

    Nov 24, 2021

    Global equities slipped back a little last week, posting their first weekly decline since the beginning of October. #stockmarket #economy

  • A Lot of Hot Air

    Nov 18, 2021

    Global equities are now some 2.3% above their September high in local currency terms and a rather larger 4.7% in sterling terms.