Month

Category

Invest in a system, not a legend

Category: Financial planning

Pimco is not a household name in Europe, but is one of the biggest investment managers in the world. In the past year, two high-profile members of the investment and executive team have left the firm. These departures have contributed to investors pulling money from Pimco’s funds.  Investors withdrew $23.5bn from Pimco’s flagship bond fund.

Read more

January Market Commentary

Category: Financial planning

Traditionally, December is a ‘slow news’ month. Like August, the great and the good spend a large part of the month on holiday and world events supposedly move slowly, if at all. Not so in 2014 – There was the Autumn Statement in the UK, the tumbling world oil price, the gloom over the Eurozone,

Read more

New ‘Pensioner Bonds’ ready for January launch

Category: Financial planning

Originally announced during The Chancellor’s Budget speech in March 2014, January 2015 will finally see the launch of the new so-called ‘pensioner bonds’. The rates for the bonds, announced only recently, will see them leading the bond marketplace, with the one-year bond offering 2.80% gross/AER and the three-year bond promising 4.00% gross/AER.   The bond’s

Read more

Want to get financially organised?
Achieve your goals? Find peace of mind?

Get in touch