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.
Market Review – December 2022
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 […]
Market Review – November 2022
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 […]
Market Review – October 2022
Richard Wallis Head of Research and Investment Market Overview CR = Capital return; LC = Local currency Source: Lipper for Investment Management Past performance is not a reliable indicator of future performance UK markets rose in October, with the FTSE 250 outperforming the FTSE 100. Despite the concerns over the British economy, the […]
Market Review – August 2022
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 […]
