Market update….

Kwasi Kwarteng, the new Chancellor recently announced increased spending and tax cutting measures in a bid to boost growth. The initial market reaction has been strongly negative, with falls in the value of Sterling, Fixed Interest and Equity markets. On the face of it, this reaction seems quite extreme, as [...]

Market update….2022-10-18T14:49:02+00:00

Warning…this briefing is of little or no interest!

Covid-19 has impacted all our lives in many ways and bank deposits have unfortunately not been an exception. Since the Bank of England cut its rate to an historic low in March this year, there have been brutal cuts to savings rates across all banks. For example the best ISA [...]

Warning…this briefing is of little or no interest!2021-02-08T12:31:03+00:00

Current Investment Conditions: What you need to know

This week, the sun set in Tromso, Norway and will not rise again until 15th January. Although it is not quite as dark here, the current news flow is doing little to lighten the mood. Against this backdrop, October saw the biggest stock market falls in over three years, with [...]

Current Investment Conditions: What you need to know2019-04-29T11:43:29+00:00

Many Happy Returns

When we decided, nearly 10 years ago to adopt index tracking funds into our client’s portfolios, the investment industry was quite different to today. In 2007, investment processes were less precise, Margot Robbie had yet to explain what a sub prime mortgage was, and index tracking funds were only used [...]

Many Happy Returns2021-02-08T12:31:05+00:00

How are your finances shaping up?

Our recent advertisement on the screens at the David Lloyd fitness centre in Cambridge has got me thinking about where our priorities lie when it comes to paying for things in life. In a recent article in the Telegraph it was suggested that the cost of membership to a high [...]

How are your finances shaping up?2021-02-08T12:31:07+00:00

Smart Beta Funds – an option for investors

Our investment specialist, Philip Bailey, contributed to a recent Interactive Investor article, explaining how smart beta funds can be used in portfolio construction. Smart beta funds are a relatively new kid on the investment block and are gaining their fair share of attention because they’re quite different to the type [...]

Smart Beta Funds – an option for investors2021-02-08T12:31:09+00:00
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