Our Financial News & Investment Views

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

Latest Posts.

Bank of England

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…

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House of Commons MPs debate

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%…

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Top 100 Financial Advisers 2018

Estate Capital makes FT Adviser Top 100 Financial Advisers list for 2018.

We are delighted to announce that Estate Capital has made the FT Adviser Top 100 Financial Advisers list for 2018. This list sets out to showcase some of the best…

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Theresa May arrives for a meeting with European Union leaders

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.…

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A Wall Street street sign in New York City

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…

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Busy trading floor of the New York Stock Exchange

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…

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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…

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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…

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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…

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