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

Bouncing back

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Last week was a surprisingly good week for equity markets. Global equities gained as much as 3.4% in local currency terms and have now recovered the bulk of their losses … 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

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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

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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

Happiness is freedom

With greater freedom comes greater responsibility ‘The secret to happiness is freedom’ wrote the ancient Greek historian Thucydides. And with the introduction of the pension freedom rules, those aged over … Read More

The correction continues

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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

Funding care

More of us can expect to require some form of long-term care Whether you are looking for care for yourself or a loved one, chances are that one of your … Read More