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.

SUMMARY OF QUARTERLY ECONOMIC AND INVESTMENT UPDATE CONFERENCE CALL

Published on
11 January 2024

Markets finished 2023 on a positive note in light of potential interest rate cuts in 2024.  US 10-year Treasury yields declined from a peak of around 5% to below 4% at the year end, and global stock markets rose sharply in November and December.  However, sterling strength meant returns for UK investors were reduced.  The increase in the pound against the US dollar reflects the e

MODEL PORTFOLIOS’ PERFORMANCE – 31 DECEMBER 2023

Published on
1 January 2024

Press here to view the performance of our Balanced, Moderately Adventurous, Adven

MODEL PORTFOLIOS’ PERFORMANCE – 30 NOVEMBER 2023

Published on
1 December 2023

AUTUMN STATEMENT 2023 - BRIEFING

Published on
30 November 2023

Jeremy Hunt’s second Autumn Statement was set against a much less financially turbulent background than his first. However, politics still loomed large with a likely election in the next 12 months prompting calls for tax cuts from within the Conservative party.

HIGHLY ADVENTUROUS MODEL PORTFOLIO FACTSHEET- 30 SEPTEMBER 2023

Published on
1 November 2023
The Highly Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).

ADVENTUROUS MODEL PORTFOLIO FACTSHEET - 30 SEPTEMBER 2023

Published on
1 November 2023
The Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).

MODERATELY ADVENTUROUS MODEL PORTFOLIO FACTSHEET - 30 SEPTEMBER 2023

Published on
1 November 2023
The Moderately Adventurous Model Portfolio aims to achieve long term returns from a combination of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).

BALANCED MODEL PORTFOLIO FACTSHEET - 30 SEPTEMBER 2023

Published on
1 November 2023
The Balanced Model Portfolio aims to achieve long term investment returns from a combination of lower risk and lower volatility assets (e.g. cash and/or bonds) and higher risk and higher volatility assets (e.g. real assets and company shares).

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