News / Views

Follow our regular updates to stay up-to-date with current financial planning and investment issues. We regularly publish press clippings, articles and thinkpieces that we think might be of interest to our clients.

MODEL PORTFOLIOS’ PERFORMANCE – 31 AUGUST 2023

Published on
11 September 2023

Press here to view the performance of our Balanced, Moderately Adventurous, Adventurous and Highly Adventurous model portfolios.

MODEL PORTFOLIOS’ PERFORMANCE – 31 JULY 2023

Published on
11 September 2023

Press here to view the performance of our Balanced, Moderately Adventurous, Adventurous and Highly Adventurous model portfolios.

Cash Note

Published on
11 September 2023

MODEL PORTFOLIOS’ PERFORMANCE – 30 JUNE 2023

Published on
27 July 2023

Press here to view the performance of our Balanced, Moderately Adventurous, Adventurous and Highly Adventurous model portfolios.

QUARTERLY ECONOMIC AND INVESTMENT UPDATE - CONFERENCE CALL

Published on
13 July 2023
You are welcome to listen to our quarterly economic and investment update, recorded on 13 July 2023, with the following contributors from London Wall Partners (“LWP”):
  • Ian McCafferty, CBE, former member of the Bank of England's Monetary Policy Committee and member of the LWP Investment Committee;
  • Stuart Fowler, Investment Director of LWP; and
  • Nick

Summary of Quarterly Economic and Investment Update Conference Call

Published on
13 July 2023

The macroeconomic outlook continues to be influenced by elevated inflation and the tight monetary policy of central banks around the world. While inflationary pressures have begun to ease, this has yet to feed through fully into consumer prices. The expectation is consumer prices should decline significantly during the second half of 2023.

PENSIONS NOTE

Published on
20 June 2023

This note summarises the main pension rules in terms of the contribution and benefit limits, the treatment during the accumulation phase and the exit options (including death benefits), matters which should be considered for any investment, and to provide our general guidance and comments.

MODEL PORTFOLIOS’ PERFORMANCE – 31 MAY 2023

Published on
16 June 2023

Press here to view the performance of our Balanced, Moderately Adventurous, Adventurous and Highly Adventurous model portfolios.

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