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Passive portfolios hold equity and bond tracker funds on a buy and hold basis to seek capital growth at a low cost.
Growth portfolios hold a blend of active and passive equity and bond assets on a buy and hold basis to seek capital growth.
Guardian portfolios hold low-cost equity and bond assets to capture upside growth and aim to manage volatility to protect portfolio values from downside losses.
Fusion portfolios hold a combination of passive and active funds to capture upside growth and aim to protect portfolio values from downside losses.
Green Path portfolios hold equity and bond assets to take a positive approach to responsible investment.
Heritage portfolios hold actively managed investment trusts to gain greater capital growth over the longer term.
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The likelihood of an early Eurozone recovery from the Covid crisis was put into perspective by many of Germany’s top economic institutes as they cut their forecast for German GDP growth this year mainly due to third wave lockdowns and…
Financial markets have been making strong gains so far this year on the back of the expected economic rebound particularly in the second half of 2021 and into 2022. Equity markets have hit new highs in the US, UK and…
The UK’s impressive procurement and vaccine roll out has resulted in a dramatic fall in Covid cases, hospitalisations and deaths. These improvements in the nation’s health have helped ease lockdown restriction far earlier than expected. It is the UK success…
Quarter one was a tough period for fixed income investors and particularly for government bond holders. Yields rose in most government bond markets as the roll out of vaccines improved the chances of an economic recovery soon than previously expected.…
You may have noticed a recent return to form for stock markets after the correction we suffered in March after US 10-year treasury yields hit 1.7% over the expectation of higher future inflation in the USA. These recent equity market…
The IMF has given the US an upgrade in its growth forecast for 2021. They are now projecting that the US economy will grow by 6.4% this year and will also surpass its pre-pandemic GDP levels. In contrast most other…
The fixed interest bond markets are usually seen as ‘safe’ investments, but 2021 has become a problem year for bonds with expectations over rising inflation hitting real yields and values. In the past three months UK gilt funds have fallen…
Investors looking at their one-year portfolio returns may well be astonished to find double-digit return figures, ranging from around 15% for lower risk strategies to close to 50% for pure global equity portfolios. Global stock markets have returned impressive figures…
Global stock markets have suffered a significant correction over the past three weeks, a correction that has particularly hit US tech stocks. Ironically, the reasons why we have seen such a concentrated fall in value is a result of the…
