Investing, like Halloween, can be scary. It can be as complicated as carving a pumpkin, if you do not have the right tools and experience to work with.
But even the basics of finance can be tricky at times. Research shows that around 80% of parents want to start early…
Halloween is creeping steadily towards us in the shadows as the nights become more cold and dark, and the thick coats come out from the back of the wardrobe. But there’s no reason to be afraid of the global markets when our investment team are keeping an eye on the key trends.
For this month of October, our portfolio manager Daniel Greenhough and advisor Mike O’Sullivan discuss the wind down (or tapering) of the purchase of government bonds by the Federal Reserve, the property market and debt levels in China and expected movements in the commodities market with coal, natural gas and oil.
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It’s back to business as we move into the cooler autumn months. Schools and universities have returned to study, whilst workers slowly transition away from full-time home working.
For this month of September, our portfolio manager Daniel Greenhough and advisor Mike O’Sullivan discuss the US equity market, economic growth expectations, certain inflation measures and the significant levels of debt as a result of Covid restrictions, with particular focus on Evergrande in China.
I guess many of us have a dream about walking away from all the stresses of working life — the routines, the commuting, being controlled etc. Becoming like a student again. …
As the summer comes to an end and the autumn slowly creeps in, it is interesting to see that markets have continued to be fairly quiet on the whole. They have however been looking quite healthy despite this calm, with considerable growth in various areas.
For this month of August, our portfolio manager Daniel Greenhough and advisor Mike O’Sullivan discuss the strong pace of growth in the US and Europe. They also consider a number of factors involving China, which include the crackdown on education tech companies, a new spike in COVID cases and whether Chinese authorities will put more financial stimulus out there.
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We have all been guilty of listening to family and friends when it comes to our personal finances. Whether we want to gain their perspective on how to handle things or just to get some free advice based on their own experiences.
But there is always a danger of relying…
Despite all the regular changes you will probably have read about, pension saving remains a highly tax efficient way of accumulating wealth; either for your own retirement or (if you find you don’t need it when you get there) for your family’s long-term benefit as well.
Our financial planning expert…
As we move further into the summer and restrictions continue to slowly loosen, we are seeing reduced volatility and relatively calm markets overall.
For this month of July, our portfolio manager Daniel Greenhough and advisor Mike O’Sullivan discuss bond yields, the rising strength of the dollar and some all-time highs in the S&P 500 Index, along with whether rising inflation levels are transitory or not.
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While a ‘Cash ISA’ is simply a tax-free savings account, a ‘Stocks & Shares ISA’ is a tax-efficient investment account, which lets you put your money into a range of investments without the profits/losses being subject to any UK tax.
Our portfolio manager Daniel Greenhough highlights why this is an…
There is a debate in the UK about whether pensions are better than ISAs, which has been running for many years, perhaps even for a generation.
Our financial planning expert Poppy takes a closer look at the advantages and disadvantages of both Self-Invested Personal Pensions (SIPPs) and Individual Savings Accounts…