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.

BALANCED MODEL PORTFOLIO - 30 JUNE 2020

Published on
30 July 2020
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).

ADVENTUROUS MODEL PORTFOLIO - 30 JUNE 2020

Published on
30 July 2020
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 - 30 JUNE 2020

Published on
30 July 2020
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).

ECONOMIC AND INVESTMENT UPDATE - CONFERENCE CALL

Published on
9 July 2020
Listen to an economic and investment update, recorded on 9 July 2020.

ECONOMIC AND INVESTMENT UPDATE - CONFERENCE CALL

Published on
15 April 2020

Listen to an economic and investment update, recorded on 9 April 2020, on the current market downturn with the following contributors from London Wall Partners (“LWP”):

Investment Update – 25 March 2020

Published on
25 March 2020
The scale of the impact of the near shutdown of the world economy is becoming clearer by the day.  The immediate hit to economic activity through disruption to supply chains, business closure and social distancing measures is an unfortunately necessary consequence of the virus if we are to protect lives and prevent its rapid spread, overwhelming health facilities.  Governments are,

Investment Update – 9 March 2020

Published on
9 March 2020
Stock markets have declined again, as Italy quarantined a quarter of its population to address its worsening coronavirus outbreak, and Saudi Arabia started a price war in the oil market; the Brent crude price has fallen from $65 per barrel at the start of 2020 to $35 at the time of writing.

Investment Update – 28 February 2020

Published on
28 February 2020
Stock markets have declined markedly this week, as it became clear the coronavirus (or “Covid-19“) has not been contained within China; outbreaks in Italy and Iran seem to make it more likely the virus could spread around the world.

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