Month

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Sitting out an equity market fall

Category: Investment Insight, News

For many investors, the purpose of accumulating wealth in a portfolio is to provide an income either now or in the future that is, at the very least, able to cover their basic needs and hopefully a bit more. The level of portfolio-derived income required is unique to each investor. Some will have pensions related

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Investment market update: February 2020

Category: Investment Insight, News

Throughout February there was one key global headline that had an impact on stocks, the coronavirus. What began in China a couple of months ago has spread across the world, including Europe, by the end of February. The International Air Transport Association has already warned that the virus could cost the industry nearly $30 trillion.

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Investment market update: December 2019

Category: Investment Insight, News

Welcome to our latest update on the investment market. We take a quick look at some of the key factors that influenced the stock market in December and could continue to do so over the coming months. Once again, geopolitical tensions and sluggish economic growth continued to impact investment markets as we headed towards the

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Investment market update: July 2019

Category: Investment Insight, News

Welcome to our August update for the investment markets. We take a quick look at some of the key factors that have been influencing the stock markets and could continue to do so over the coming months. Unfortunately, the latest news paints a gloomy picture for UK and Europe economies. UK At the top of

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How deep is your risk?

Category: Investment Insight

All investors know that they need to take risks in order to achieve returns higher than cash.   If you asked ten investors if equities were more risky than cash, most would agree; but that depends on how one understands risk.  The investment industry has done a poor job of explaining risk as it relates to

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BREXIT TAKES OFF

Category: Investment Insight

Theresa May has formally notified the European Union of Britain’s intention to leave Sunday’s papers could not have been more divided. ‘This week the UK will throw into jeopardy 60 years of unparalleled European peace, security and prosperity’ warned the Observer. While a triumphalist Sunday Express declared, ‘EU laws head for the dustbin from next

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BUDGET STATEMENT MARCH 2017

Category: Investment Insight

Introduction This time last year Philip Hammond was the Foreign Secretary: then came Brexit, Theresa May as Prime Minister, George Osborne’s opportunity to spend more time with his family – or on the after-dinner speaking circuit – and Mr Hammond’s move into 11 Downing Street. He delivered his first Autumn Statement in November of last

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