Investment Bulletin:
January 2021
A greener, more digital future sets the scene for 2021, yet investors have to be clever in executing views on the biggest investment themes of our time.
Stamp out these investor sins in 2021
Developing your best instincts as an investor can be a long journey, leaving us prey to behavioural biases, knee-jerk reactions and other “sins” along the way that may cost dearly in terms of returns.
Client trends December 2020:
Varied concerns as the curtain draws on the strangest of years
The wealth landscape for the year ahead remains difficult to predict, and the enquiries we are receiving reflect a really broad range of concerns.
#WealthGoals:
Letting go of buy-to-let
Many landlords are now having second thoughts about relying on rental income and as this case study illustrates, there may well be better options for your wealth to explore.
Investment Bulletin:
November 2020
Hope springs eternal, yet particularly so this month as a return to normality beckons on a number of key fronts and investors are given greater reason to expect growth.
Client trends November 2020:
Wealth worries swirl amid complex risks
Behavioural biases, Biden and Brexit are dominating our conversations with users this month as both investment risks and opportunities are carefully weighed up.
Client trends October 2020:
Revising retirement plans becomes a priority as yield becomes harder still to find
The hunt for yield has become even more urgent amid continued dividend cuts and talk of negative interest rates, and all the while the spectre of several tax hikes looms.
#WealthGoals: Time to move out of cash
Cash may feel safe in volatile times, but savers are realising that it might be anything but in today’s toxic mix of record low rates and potential inflation.
Ready for negative interest rates?
Investors are used to rock-bottom interest levels, but now the prospect of negative rates is coming into view – necessitating a wholesale review of many people’s financial strategies.
