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 OCTOBER 2023

Published on
1 November 2023

Summary of Quarterly Economic and Investment Update Conference Call

Published on
12 October 2023

Market sentiment continues to be influenced by the ebbs and flows of interest rate expectations. The path of monetary policy will depend on economic data in due course, but it appears we are close to the peak of interest rates. GDP growth in major economies has been surprisingly resilient, particularly in the US, though there are signs economic activity is slowing.

QUARTERLY ECONOMIC AND INVESTMENT UPDATE - CONFERENCE CALL

Published on
12 October 2023
You are welcome to listen to our quarterly economic and investment update, recorded on 12 October 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
  • Ni

HIGHLY ADVENTUROUS MODEL PORTFOLIO FACTSHEET- 30 JUNE 2023

Published on
9 October 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 JUNE 2023

Published on
9 October 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 JUNE 2023

Published on
9 October 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 JUNE 2023

Published on
9 October 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).

MODEL PORTFOLIOS’ PERFORMANCE – 30 SEPTEMBER 2023

Published on
1 October 2023

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

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