Global equities slipped back 1% last week, reversing some of their recent gains. UK equities also gave back some of the previous week’s outperformance. Both moves, however, pale into insignificance … Read More
Taxing times on the horizon!
Are you protected against future Capital Gains Tax rises? It is almost inevitable that taxes will have to rise to help meet the potential £391 billion bill the government has … Read More
Time to return to the Micawber Principle*
THERE ARE MANY CHALLENGES THAT LIE AHEAD In a declaration that has linked inextricably and for all time the existential endgame to economic reality, Christopher Bullock wrote in The Cobbler … Read More
This green investing is a grey area
A study of ESG bond investment But green’s the colour of spring And green can be cool and friendly-like And green can be big like an ocean Or important like … Read More
10 tips to improve your financial health
In these uncertain times, it can help to focus on the things you can control. And working out what your money’s doing for you now and where it might come … Read More
Bubble, Bubble, Toil and Trouble
Equity markets have started the year in bullish mode with global equities rising a strong 2.7% in local currency terms last week. These latest gains were very much driven by … Read More
Wealth needs managing – now more than ever
Achieving your financial goals through investing, and one size does not fit all Even as we hope to put the coronavirus (COVID-19) pandemic in the rearview mirror in 2021, uncertainty … Read More
Darkest Before The Dawn
Equity markets ended last year on a bullish note and this optimism has carried through to the start of the new year. Global equities gained 1.3% in local currency terms … Read More
Merry Christmas and a not so Happy New Tier
I have spent much of this year in this commentary discussing ad nauseam two topics – Covid and Brexit – and unfortunately we need to end the year focusing on … Read More
Can’t afford to retire
Getting your pension finances back on track Do you know how much money you will need in retirement? What about how much you already have saved? Do you know what … Read More