Third quarter update 2017
Equity markets have edged to new highs, with investors reacting positively as central banks moved to unwind stimulus and hinted at higher interest rates, suggesting a return to a more…
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Equity markets have edged to new highs, with investors reacting positively as central banks moved to unwind stimulus and hinted at higher interest rates, suggesting a return to a more…
Read more →There are two investment events I try to watch every year. One is the Berkshire Hathaway AGM headed by arguably two of the most successful investors of all time, Warren…
Read more →MiFID II (The second Markets in Financial Instruments Directive) is the EU legislation that regulates firms who provide services to clients linked to ‘financial instruments’ (shares, bonds, units in collective…
Read more →Despite being known for its defensive qualities, Utilities were the worst performing sector in the UK top 350 for the three months to the 30th of June.
The weighted return…
Read more →We have had feedback from some of our clients that they have unfortunately encountered issues logging into the new client portal and accessing their portfolio information.
If you are encountering…
Read more →United States of America
The US Federal Reserve raised interest rates again at its June meeting to a target range of 1.00% to 1.25%.
It also signalled plans to reduce…
Read more →Global equity markets have made limited progress over the quarter, although we have seen new highs in the major US and UK indices.
Gains have been helped by speculation with…
Read more →There is no one-size-fits all solution to saving for school and university fees for your children’s future and while you may be aware that these fees are substantial, you may…
Read more →No it is not a fashion brand. The work by Eugene Fama and Kenneth French is a method of describing stock market returns and identifying superior investment performance.
It seems…
Read more →Key markets at a glance – 1 January 2017 to 31 March 2017
United States of America The US Federal Reserve (Fed) raised interest rates for the second time… Read more →By continuing to use this website you will be agreeing to the website Terms and Conditions and Privacy and Cookies Policies.