News

Whilst 2021 was a good year for our investment portfolios, Q4 was a difficult quarter for our equity positions, many of which had enjoyed a strong 2020/21…

All of our portfolios made money and outperformed each of their benchmarks during Q3 despite September 2021 being a tough month for financial investors,…

Q2 was a good period for our portfolios with our most aggressive strategy (Portfolio D) achieving a return of 8.05% over the quarter versus the benchmark…

Last week's inflation figure out of the US led to some downside volatility in global equity markets and the wealth management industry. The figure is up…

As we know, Covid acted as a catalyst for the technology sector, leading to the strong performance enjoyed by our wealth management clients last year. As…

There is much comparison in the media between pre-Covid market highs and post-Covid market highs, this is a pointless comparison for one astonishing…

In a year when the word ‘unprecedented’ has been used an unprecedented number of times, the first half of November was full of unprecedented news. The…

Since 1932, an incumbent US president has never failed to win re-election, unless a recession has occurred during their time in office. If Trump loses…

Equity markets have been relatively quiet since June, with the big news being the devaluing US Dollar and the gold price. Our wealth management portfolios…

Early in June we had a continuation of rising prices for risk assets as expectations of a decent economic recovery were underpinned by further lockdown…