Market Review – July 2024
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
Are you holding too much in cash?
With the expectation of reducing interest rates, we discuss the risk of holding too much cash in your portfolio versus longer-term investments.
Market Review – May 2024
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
Market Review – April 2024
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
What does the rest of 2024 look like?
As we move through 2024, Richard Wallis discusses reasons for both optimism and caution, highlighting some key market and economic insights.
Market Review – March 2024
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
Market Review – February 2024
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
Market Review – January 2024
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
Market Review – December 2023
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
Tax Year End – are you maximising your savings?
With UK taxpayers set to have the highest tax bill on record, are you making the most of important opportunities before 5 April 2024?
Market Review – November 2023
We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more.
Market Review – October 2023
We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more.
Market Review – September 2023
We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more.
What’s Capital Gains Tax and can you reduce it?
With Capital Gains Tax receipts at record levels, Alan Ferguson looks at options to mitigate paying unnecessary tax.
Is a second property still a solid investment?
Higher interest rates, changes to the Capital Gains Tax allowance and various other factors are casting doubt over the investment value of second homes and buy-to-let properties.
Market Review – August 2023
We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more.
Inflation warning for cash holdings
Discover more about the FCA’s new rules which is directing firms to warn clients about the eroding effects inflation has on cash savings.
Market Review – July 2023
We generally recommend that you hold investments for the medium to long term, which we would view as being for five years or more.
Market Review – June 2023
We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more.
Market Review – May 2023
We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more.
Market Review – April 2023
We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more.
Market Review – March 2023
We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more.
Market Volatility Update: Volatility in the Financial Sector
Introduction There has been significant market volatility in recent days, with sentiment hit by the collapse in the US of Silicon Valley Bank (SVB) following the decision by regulators to shut down the bank on 10 March on concerns over its liquidity and solvency. SVB was the 16th largest bank in the US and it […]
Market Review – February 2023
Introduction There was mixed performance from global equity markets in February, with UK and European indices finishing the month with gains, supported by improving company earnings. However, the US finished lower as inflation appeared more persistent than expected, whilst Asian and Global Emerging Markets suffered the biggest losses, partly due to increased tensions between the […]
Market Review – January 2023
We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more. The monthly market commentary provides an insight into the current factors that are affecting short-term global returns, but should not be viewed as a basis for making long-term investment decisions. You should […]
How can you keep you tax bill low ahead of tax year end?
With inflation and living costs continuing to rise, we look at some important tax-saving opportunities before the end of the tax year on 5 April.
