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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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 →
As of mid May our new secure online client portal will provide enhanced and flexible reporting options, a secure online document library and a messaging service. The new service will…
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