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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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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Investment Bulletin: <br>July 2022

Investment Bulletin:
July 2022

Home bias and currency risk should be front of mind for High Net Worth Individuals as geopolitical drama and monetary policy ramifications continue to rock markets – and in turn many investors’ portfolios.

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Client trends July 2022: <br />Pension drawdown, property wealth and the tech sector are top of the agenda

Client trends July 2022:
Pension drawdown, property wealth and the tech sector are top of the agenda

HNWIs are proving keen to explore their options around pension drawdown, equity release and buying in big on the benighted tech sector this month.

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