Why it’s important not to view your portfolio with an element of finality Retirement is a major accomplishment for most people. You’ve worked hard all of your working life to … Read More
How sustainable is your portfolio?
Increased investor focus on environmental, social and governance considerations Environmental, social, and governance (ESG) issues continue to be a priority for many investors. Your values define you. But do your … Read More
Supporting younger generations
Giving grandchild financial security is an important goal for many If you are a grandparent, it’s natural to want to help out the family. And if you’re able to give … Read More
The National Debt
“The National Debt is a very good thing and it would be dangerous to pay it off for fear of Political Economy” (from 1066 and All That: A Memorable History … Read More
All about POTUS…or not
We warned recently that equity markets were entering choppy waters and last week’s developments can only add to the turbulence. Equities had started to recover some of their losses in … Read More
Choppy Waters
Equity markets had another choppy week, falling for most of it before recovering some of their losses on Friday and posting further gains this morning. At their low point last … Read More
The correction continues
Global equities ended last week on a negative note and were down around 4.5% from their all-time high in early September. This morning, European markets have fallen back a further … Read More
Pushing on a string
Global equities continued their rebound last week, rising a further 2% in local currency terms. They have now recouped all their losses earlier in the year and are back to … Read More
Polar opposites – Tech and the UK
Global equities edged higher last week with no great enthusiasm, as indeed did US equities which inched above their all-time high in February. Beneath the surface, however, the week was … Read More