Bonding with Equities

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Global equities slipped back last week, retreating 1.5% in sterling terms, and have also opened lower this morning. These declines, however, follow two weeks of strong gains and are nothing … Read More

Why cash may not be king

How much of your wealth do you currently hold in cash? One paradox of the coronavirus (COVID-19) pandemic is that even as businesses have shut down and jobs have disappeared, … Read More

Vaccinating against Bubbles

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Global equities posted further gains last week and are now comfortably above their highs prior to the mini-correction seen a couple of weeks ago. In local currency terms, equity markets … Read More

Investment Outlook Q1 2021

SUMMARY The economic recovery has faltered in Europe and the UK due to renewed lockdowns However, the vaccine roll-out should fuel a strong global rebound from the second quarter Inflation … Read More

V is for?

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Global equities bounced strongly last week, gaining a sizeable 4.4% in local currency terms and more than reversing their losses the previous week. Equity markets ended the week at new … Read More

Kingswood launches ESG Bond Fund

Targeting a five-year duration and an income with potential for capital growth One of the very few short dated Sterling only investment grade ESG funds that is actively managed in … Read More

Don’t miss the ISA deadline

Saving and investing for a future that matters. Yours. There are many ways that you can save or invest. Individual Savings Accounts (ISAs) are an incredibly effective means of shielding … Read More

Power in Numbers

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Global equities fell back 3.5-4% last week, leaving them down slightly year-to-date, although they have recovered some of these losses today. It was a busy week for financial news but … Read More