Our Financial News & Investment Views

Our blog may help you with any financial issues you may have.

Latest Posts.

Busy trading floor of the New York Stock Exchange

This October falls.

The falls in equity markets in October were savage with all major markets falling deeply in the red. This was particularly true of the US technology sector. One factor that…

Read More
british pound notes

Money Purchase Annual Allowance

If you choose to flexibly access your pension, you will trigger the Money Purchase Annual Allowance (MPAA). This Allowance currently stands at £4,000. This means that you will only be…

Read More
Red Budget Box

Budget – The Key Points

Tax Thresholds & Allowances The Budget announced the following thresholds and allowances will take effect from the 2019/20 tax year. The government had previously planned to increase the personal allowance…

Read More
President Donald Trump and Jerome Powell

Will the Fed reassess its strategies?

World markets took a heavy fall last week due to the concerns that US interest rates are likely to rise for further than previously expected. New York’s Dow Jones Index…

Read More
Federal Reserve Building, Washington DC, USA.

A case of good news actually being seen as bad

The Federal Reserve Chairman Jay Powell recently announced that “The US economy is enjoying a remarkable positive set of economic circumstances and there was no reason to think it cannot…

Read More

A hard affair?

Our last blog post and newsletter entitled ‘A Soft Affair’ was written soon after Prime Minister Teresa May published her governments negotiating position with the EU over Brexit. Since the…

Read More
President Donald Trump and Prime Minister Theresa May

A rather soft affair.

With the publication of the government’s white paper – The plan for the UK’s Brexit, it now seems almost inevitable that there will not be a substantial break away from…

Read More
Our eight portfolios outperformed their respective national benchmarks on 47 out of 50 occasions

Collecively our eight portfolios outperformed their respective national benchmarks on 47 out of 50 occasions.

This edition of the investment portfolios has been one of the most demanding with so many factors at play at one time. We have taken into consideration global inflation, interest…

Read More
Jerome Powell Chair of the Federal Reserve

An optimistic outlook can be held if inflation in the US is well behaved.

2017 was a year of exceptional equity returns for investors as global growth was synchronised across developed and emerging economies. The combination of both low inflation and low interest rates…

Read More