Financial News & Investment Views

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Latest financial & investment posts.

People walking in shopping center
13 December 2018

The impact of online shopping

There are up to 200 UK shopping centres that are under threat of falling into administration due to the demise of traditional large anchor stores such as BHS and Toys R Us. The failure of BHS in 2016 left empty…

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Bank of England
5 December 2018

Defending portfolios.

At certain points in a market cycle, usually when a down turn is looming, investors consider the defensiveness of their portfolio. We still feel that equities have an opportunity to make some additional end of cycle growth but this is…

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Houses of Parliament
5 December 2018

When the fog has lifted.

October’s budget set out the conditions of the UK economy and public finances. The UK is expecting 1.4% GDP growth this year and is projecting 1.5% in 2019 and 1.5% in 2020 according to the IMF. The UK achieved year-on-year…

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Theresa May arrives for a meeting with European Union leaders
23 November 2018

This deal or no Brexit?

Ahead of the referendum on UK membership of the EU on 23rd June 2016 we took a proactive approach over the holding of UK and European equity in our portfolios. At the time, we recommended selling these holdings ahead of…

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A Wall Street street sign in New York City
23 November 2018

Easy Money

With US interest rates increasing, the days of easy money are coming to an end and markets know this. The bond yield rises of mid-October took US 10-year Treasuries to 3.25% the highest in 7 years. This was the start…

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Busy trading floor of the New York Stock Exchange
15 November 2018

Red October

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 has emerged from these sell offs is the price that…

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british pound notes
3 November 2018

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 able to contribute up to £4,000 to all Money Purchase…

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red box containing the budget
1 November 2018

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 and higher rate thresholds to these levels by April 2020…

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