How could the change impact on your retirement plans? For the first time in over a decade, the point at which people can claim a State Pension (the ‘State Pension … Read More
Deal or No Deal
Global equities overall ended last week little changed but this concealed significant differences in performance between regions. Chinese stocks rose 2.6% in sterling terms while the US gained 0.7% and … Read More
Thinking Ahead
How our retirement plans may change in response to the coronavirus pandemic The coronavirus (COVID-19) pandemic has touched virtually every aspect of our lives and is having a widespread impact … Read More
Investing during retirement
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
Bouncing back
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
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
Navigating the financial impact of COVID-19
How people’s physical health and financial well-being is being affected Needless to say, coronavirus (COVID-19) has had, and will continue to have, a major impact on our lives. It is … Read More