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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 bull market in bonds has resulted in strong gains for government bond markets with US Treasuries, global bonds and UK gilts up around 10.3% this year. The bond markets have benefited from reduced interest rates, subdued global inflation and…
It is easy for investors to be concerned about the state of the world at the moment. Climate change is impacting our lives with increasing frequency. We have witnessed severe flooding in South Yorkshire and the intense forest fires in…
There has been very little ‘united’ about the United Kingdom in recent months. The political temperature certainly increased as we got closer to the second Brexit deadline of October 31st with so much at stake and with so little compromise.…
Estate Capital held their 12th annual Charity Croquet Tournament on Friday 6th July. The event was hosted by Lord Mayor Cllr Peter Black and held for the second time at the Lord Mayors Mansion House in Ffynone. Twelve teams, representing…
We see global growth slowing as this prolonged business cycle keeps running. The US continues to outperform other markets with emerging markets and Asia being supported by the recent fiscal and monetary stimulus in China. Global monetary policy is expected…
While we were compiling the research for our 30th Edition portfolios last November, we were concerned about several factors that were unsettling world markets. On the back of some outstanding growth figures for 2018, Jerome Powell the Chairman of the…
There are ongoing concerns about the likelihood of a global recession due to the length of this bull run, slowing economic growth and high levels of global debt. However, looking forward there is cause for some cautious optimism. The price…
On 22nd March, the US Treasury yield curve inverted, causing concern in financial markets and acting as a warning to investors. Th is movement could imply that US bond market investors believe that the Fed made a policy error by…
President Trump changed the tone and direction of the on-going US China trade negotiations when he accused China of reneging on the terms of the draft trade agreement. In doing so he quickly reinstated a 25% tariff on US$200bn of…
