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.

ADVENTUROUS MODEL PORTFOLIO FACTSHEET - 31 DECEMBER 2022

Published on
26 January 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).

HIGHLY ADVENTUROUS MODEL PORTFOLIO FACTSHEET- 31 DECEMBER 2022

Published on
26 January 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).

BALANCED MODEL PORTFOLIO FACTSHEET - 30 SEPTEMBER 2022

Published on
26 January 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).

MODERATELY ADVENTUROUS MODEL PORTFOLIO FACTSHEET - 30 SEPTEMBER 2022

Published on
26 January 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).

ADVENTUROUS MODEL PORTFOLIO FACTSHEET - 30 SEPTEMBER 2022

Published on
26 January 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).

HIGHLY ADVENTUROUS MODEL PORTFOLIO FACTSHEET- 30 SEPTEMBER 2022

Published on
26 January 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).

QUARTERLY ECONOMIC AND INVESTMENT UPDATE - CONFERENCE CALL

Published on
19 January 2023
Listen to our quarterly economic and investment update, recorded on 19 January 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 Fletcher, Senior

AUTUMN BUDGET 2022 – BRIEFING

Published on
13 January 2023

Briefing Notes

The Chancellor, Jeremy Hunt, was faced with a challenging economic backdrop to his first major set piece, grappling with a combination of over 11% inflation, an official recession and the need to calm markets and re-establish the UK’s financial credibility following the turmoil of September’s ‘mini-Budget’.

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