After every quarter, our investors are sent a full breakdown of their portfolio’s performance over the three month period. The quarterly report also features insight from our portfolio managers on the economic trends that defined the quarter. It’s an important part of our service, particularly when the mood in the markets shifts or major new […]
What are we talking about? UK rates are set to rise soon – probably this year. The governor of the Bank of England, Andrew Bailey, took to the weekend press to tell everyone that the Bank “will have to act” against inflation. It’s the latest in a series of remarks about inflation that we’ve heard […]
As a wealth manager, we’re constantly tuned into the demands of our customers, as well as broader trends in personal finance. One of the biggest, most important trends of the last few years has been Socially Responsible Investing (SRI), which focuses on putting investors’ capital to use for the betterment of society and the environment. […]
What are we talking about? We’ve seen a few articles recently on the topic of home-country bias – meaning that investors in a particular market typically have more invested in their own market than in global equities. This has been particularly relevant for the UK, where UK equities have struggled in recent years compared to […]
The primary reason that people invest their money is to protect and grow it for the future. There is, however, a growing contingent of people for whom this is no longer enough. Yes, they want their money to grow, but they want to know that it’s growing in a sustainable, ethical manner. As a result, […]
What are we talking about? Over the past few weeks, we’ve seen continued focus on both climate change, ahead of COP-26 and rising energy prices. The price of oil is now above $80 per barrel. That’s a sharp recovery from the lows of 2020, but some way below the peaks of the past decade (as […]
The story of the year so far has been one of strong growth in financial markets, aided by accommodative policy from the central banks. It’s been a positive period for our portfolios too. Despite the perception of some signs of slowing global growth following the massive post-pandemic rebound, we believe the outlook for next year […]
What are we talking about? There’s a lot of discussion among financial analysts about inflation. Quite often the question is – will it be transitory, as Central Banks have generally argued, or rather more sticky? The answer can have important implications for the price of financial assets. Does it Matter? We’d argue that what really […]
Saving cash has, historically, been a safe bet. If interest rates are level to or higher than inflation, the value of that cash saving will grow over time and the buying power will remain (at least) the same. What this means for a lot of people is that, when you hear the phrase “savings”, you […]