Key information for end of tax year contributions The end of the 2022/23 tax year is approaching quickly. As such, now is the time for investors to take stock of their financial situation and make the most of their yearly tax-free allowances before they are reset on 6th April. Given the rapidly approaching deadline, there […]
2022 was a turbulent year and 2023 has begun in the same vein. The collapse of Silicon Valley Bank (SVB) and the buy-out of Credit Suisse are reminders that the financial crisis of 2008 was not a black swan event. Even banks are not as safe as we – or they – might like to […]
The last few days have seen markets shaken by Silicon Valley Bank’s (SVB) demise, the Californian institute that built its business serving the start-up ecosystem and that today is in receivership and looking for a ‘white-knight’ buyer. The bank was victim of a bank run that led to its insolvency. The story has made headlines […]
The below is an extract from Monefarm’s Strategic Asset Allocation 2023 document. Read the full report here and the video presentation here. Last year was a nerve-wracking year for investors. During volatile times and extreme market conditions it is easy to focus on what went wrong and lose perspective. We think that using Strategic Asset […]
Why is now a good time to invest? With the 5th of April deadline approaching, you may be asking yourself ‘Is now a good time to invest in a stocks and shares ISA?’ Last year made us think a lot about the safety of investing, especially in stocks and shares. Despite the volatility, we saw […]
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Every year at Moneyfarm we take the opportunity to fully assess the investment landscape and adjust our strategy accordingly. From this assessment, we lay out our expectations for the coming 10 years, looking at different geographies and asset classes to build a complete picture. If you’ve missed the SAA event, you can view it here. […]
If there is ever a time to get your investments in order, it’s the beginning of the new tax year. With allowances reset, now is the opportunity for investors to evaluate their plans for the coming year, where their money sits, and how they should contribute in order to make the most of their money. […]
Last year was a tough year for markets, with markets such as the S&P 500 finishing down 19.44% and major bond markets dropping heavily. It was certainly a stand out year for financial markets but it wasn’t necessarily something we haven’t seen before. Over the last few decades, stock markets have had plenty of bear […]
Even though the world is constantly shifting, investing remains one of the best ways to capitalise on the major trends shaping our future. Moneyfarm is proud to introduce our new range of thematic portfolios. Through these, you can invest in some important Megatrends that are characterising our economy, with the guarantee of risk management and […]