Market Review – December 2024
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
Market Review – November
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
Royal London announces changes to the Governed Portfolio Range
As part of Royal London’s ongoing governance reviews, the insurer has announced changes to its Governed Portfolio fund range, taking effect from 18 November 2024.
Market Review – October 2024
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
Market Review – August 2024
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
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.
