Last week was a busy one on the data front. But while government bond yields continued their recent upward move, rising another 0.1% or so, global equities ended the week … Read More
How can I ensure that my portfolio is as tax efficient as possible?
It is important to consider spreading investments across various “tax wrappers” to gain the associated tax benefits. When looking to invest for the longer term, in addition to the selection … Read More
Flirting with Recession
Last week was a relatively quiet one on the data front and saw markets slip back a bit. Global equities were down 1% or so but remain up around 6% … Read More
Data Overload
Last week was billed as an important one for markets and it lived up to expectations. There were a fair few twists and turns along the way but global equities … Read More
A Big Week
Equity markets resumed their rebound last week after a pause the previous one. Global equities gained 2% in local currency terms to be up 6.6% year-to-date and 14% from their … Read More
The Rabbit is Out of the Hat
Last week was a relatively quiet one for markets. Equities edged lower following their strong start to the year while bond yields were little changed. Chinese equities have been the … Read More
Testing Times
Global equities have had a good start to the year. They rose 2.6% in local currency terms last week and are up 4.7% so far this year. In sterling terms, … Read More
Rising Cost of Living Crisis
3 Tips to maintain your financial wellbeing The rising cost of living is one of the most pressing issues facing many families today. The price of food, energy, fuel and … Read More
Better Times Ahead
2022 was an unprecedented year for markets, with both bonds and equities recording substantial losses at the same time. UK government bonds ended the year down close to 25%, a … Read More
Your New Year Personal Finance checklist
Getting finances in order will be a key priority for many in 2023. Get your personal finances in order with Jess’ checklist. 8 things to consider when re-evaluating your finances … Read More