First in, Last out

Against a global increase in newly confirmed cases of Covid-19, markets had a positive week. There was undoubtedly support from business confidence studies which continue to bounce back swiftly. This was also backed up by US unemployment, which, fell once again. Sterling also continued its strength versus the dollar. With reporting season nearly complete in the US, the majority of … Read More

Investment Outlook Q3

 Summary Global equities have recaptured most of their losses from earlier this year The massive monetary and fiscal stimulus has fuelled hopes of a V-shaped rebound in the economy An economic upturn is underway, although, as expected, its pace has slowed following an initial spurt We expect the recovery to be a stuttering affair, although the outlook hinges on … Read More

Tech still rules the waves

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Last week was a choppy one for equity markets, with global equities ending the week little changed in local currency terms. A strengthening in the pound to $1.31, however, left markets down 2.0% in sterling terms. Second quarter GDP numbers for the US and Europe confirmed the extent of the collapse in activity caused by the lockdowns. US GDP contracted … Read More

Mind the knowledge gap

Some people still struggle to make informed retirement decisions The decisions made at retirement are big ones and have long term consequences. Many spend years accumulating a large amount of money in pensions and other savings, but really don’t know what that might mean, how much income they can reasonably expect to receive and how best to take that income.

All that glitters…

  Last week was really a week of two halves as far as equity markets were concerned, with initial gains subsequently reversed, leaving markets down a little over the week as a whole. A further escalation of tensions between China and the US, with the tit-for-tat embassy closure, was the most obvious reason for the change in market tone. But … Read More

Planning a move abroad?

Undertaking what is required takes a great deal of thoughtful consideration You’ve always dreamed about living aboard, but how do you make that a reality? The first practical step is to think about where you are in your life and weigh which options are available to you. Factors like your age, financial situation and skill set will come into play … Read More

Choppy times ahead

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Equity markets continued their upward trend last week, with global equities gaining 1.2% in local currency terms. Beneath the surface, however, the recovery has been a choppy affair of late. China and the technology sector, the big outperformers year-to-date, retreated last week whereas the UK and Europe, the laggards so far this year, led the gains. As for US equities, … Read More

Time in the market, not timing the market

Don’t get distracted from staying focused on your investment goals Investment market swings can be unnerving, but they shouldn’t distract you from staying focused on your financial goals. Periods of market volatility, like whose we’ve seen over recent months, will undoubtedly be unsettling times for most investors. The risks of incurring losses can make holding investments difficult to bear, with … Read More

China and Tech – a world apart from the UK 

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Global equities continued to edge higher last week, rising 1.5% in local currency terms, although a strengthening of the pound cut the gain to 0.2% in sterling terms. The big focus for the UK was Rishi Sunak’s latest range of measures aimed at promoting the economic recovery and heading off a surge in unemployment. They included a payment to firms … Read More

Tailwinds for Thematic Investing

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  Global equities gained 3% last week, more than reversing their decline the previous week, and have opened higher today. Markets continue to take heart from signs of a rebound in economic activity. Manufacturing confidence and employment in the US both posted unexpectedly large gains in June. Meanwhile here in the UK, the Bank of England’s chief economist stated that … Read More