Investment Bulletin: <br>November 2022

Investment Bulletin:
November 2022

Value hunting in UK – and global – equities alongside a return to robust bond yields are the hottest topics for this month’s wealth management commentators.

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Client trends November 2022

Client trends November 2022

People come to our service looking for all kinds of things, but this month real equities expertise and quick-thinking advice on diversification and financial planning have been top of the agenda.

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Investment Bulletin: <br>October 2022

Investment Bulletin:
October 2022

All eyes are on the US and UK this month as political and economic factors loom particularly large in investment decisions – and the weighing up of risk.

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The only way to manage your money effectively

The only way to manage your money effectively

There are many facets to managing wealth effectively, but investors can get a strong toehold on the best strategy to pursue if they think in terms of risk “buckets” to allocate their funds to.

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Client trends October 2022: <br />Proactive solutions sought as recession reality sinks in

Client trends October 2022:
Proactive solutions sought as recession reality sinks in

We are pleased to see that our users have been getting proactive – rather than succumbing to paralysis – amid market turmoil and recessionary fears.

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Investment Bulletin: <br>September 2022

Investment Bulletin:
September 2022

As the economic horizon darkens, investors are going to need to pay close attention to the asset classes – and individual holdings – they populate their portfolios with; careful bond selection is just one element of this.

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Client trends September 2022: <br />“Back to school” mood

Client trends September 2022:
“Back to school” mood

The “back to school” mood means that we’re matching more people to wealth managers than ever this month, with both investment and financial planning related queries coming in thick and fast.

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Investment Bulletin: <br>August 2022

Investment Bulletin:
August 2022

Inflation and interest rates continue to dominate airwaves, but investors should not let bad news deter them from pursuing good opportunities to grow their wealth.

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Client trends August 2022: No signs of a holiday as stock shopping and financial planning enquiries flood in

Client trends August 2022: No signs of a holiday as stock shopping and financial planning enquiries flood in

We see no signs of investors taking the traditional summer break and we’re also seeing users of our service getting very proactive on family wealth planning matters, too.

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