News / Views

Investment Notes

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.

QUARTERLY ECONOMIC AND INVESTMENT UPDATE - CONFERENCE CALL

Published on
11 April 2024
You are welcome to listen to our quarterly economic and investment update, recorded on 11 April 2024, 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
11 April 2024

During the first quarter of 2024, the news flow suggested the worst fears surrounding the world economy prevalent last Autumn are now subsiding, and that consensus views for 2024 are improving slightly.  This backdrop allowed stock markets to make progress.  Major technology businesses continued to support returns of the global stock market; this was a prominent feature of the US stoc

QUARTERLY ECONOMIC AND INVESTMENT UPDATE - CONFERENCE CALL

Published on
11 January 2024
You are welcome to listen to our quarterly economic and investment update, recorded on 11 January 2024, 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

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

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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