Publications
Our quarterly newsletter Insight is an informative 4-pager that keeps clients informed of significant developments in personal finance, such as major tax changes and alterations in the rules for financial products (sadly, all too frequent) that require people to review their affairs.
"Andy Burnham has become the UK’s seventh prime minister in a decade. For savers and investors, a new administration brings yet another wave of uncertainty. The books need to be balanced, and the government needs to prove its credibility with markets."
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Is intended to provide you with an insight into our Recommended Fund List, the methodology behind our fund selection and most importantly, how the funds have performed. Our fund selections generate higher returns than the average of their rivals, and their relevant market averages, demonstrating that our intensive research effort into funds actually pays off.
"There is a common misconception in markets that you should select larger, more mature businesses for dividends and income ~ and smaller businesses for growth in share price."
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Our update on global investment markets. Every quarter we review our current thoughts on the key sectors which are represented with client portfolios, discussing recent announcements, sector prospects and the challenges & opportunities we see affecting investment returns.
"this year just 20 stocks in the MSCI World (Global Stock Markets) have accounted for 74% of the returns. The AI theme is extremely prevalent within this. Whilst a lack of volatility during this time of year is common, this level of return concentration certainly isn’t"
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