Blog, Hot Topics

Business Update – Where we are Heading, Part 2

It is incredible to think that our business is progressing towards its 50th birthday. The world has shifted a lot across that period, and although right now it feels as uncertain a place as at any other time, generally speaking the speed of change has accelerated across the last 50…

Ashley Brooks

19th August, 2022

Blog, IC Insights

July Performance Update

Patience has certainly been required so far this year. It is a pre-requisite of investing for the longer term but is also very easy to forget in times of stress. The theory is simple, though we all know that life isn’t a one way ticket, and sometimes putting theory into…

Alex Chappell

5th August, 2022

Blog, DB News

Business Update – Where we are Heading, Part 1

As the heat descended on us this week, we thought it was worthwhile reflecting on and sharing some hot news of our own from the year so far. We are always keen to ensure everyone has a forward financial and lifestyle plan; that way we are better equipped to navigate…

Ashley Brooks

22nd July, 2022

IC Insights

Q2 2022 Investment Review

Market Review – Q2 2022 Whilst our general outlook since Q1 has remained positive, the outbreak of the war meant the second quarter was always going to be difficult, simply increasing the pressures to the downside on global growth (as well as the obvious humanitarian effects). Consequently, the big worries…

DB Wood Team

7th July, 2022

IC Insights

Are we heading for a recession, and what does it mean for portfolios?

Regular readers of our blogs know that we like to communicate with our clients more when investment markets are difficult than when they are performing well. We know from feedback that frequent touch points are appreciated and from our perspective, it allows us to keep them updated with our views…

Ashley Brooks

24th June, 2022

IC Insights

May Performance Update – Patience will be Rewarded

2022 has been a year of two variables; inflation and interest rates. The performance of all asset classes over the last five months can be almost wholly attributed to these variables, which started rising early in the year and were exacerbated by the war in Ukraine and the Chinese Covid…

Alex Chappell

10th June, 2022

Hot Topics

Some Top Planning Tips that People Don’t Talk About

Part of the magic of Financial Planning is the interaction between tax benefits and investment returns. The investment part is crucial over the longer term, but the tax part can provide additional benefits which can add up to 45% additional return on parts of your portfolio in certain circumstances. This…

DB Wood Team

20th May, 2022

IC Insights

April Performance Update

One of the biggest challenges when investing is trying to retain a long-term perspective. The speed and frequency of news flow, which is mostly designed to shock us into reading and watching, can change our bias to worry about the next day, week, and month. It leaves us so aware…

Ashley Brooks

5th May, 2022

Blog, IC Insights

Rain, heavy at times, clearing later. Sunshine will follow.

We often talk about investment volatility being a positive. It’s a hard one to wrap our emotions around, as we are wired to fear things changing, especially with respect to our hard-earned savings. Financial security is something most of us strive to achieve, but as much as we try to…

Alex Chappell

22nd April, 2022

IC Insights

Q1 2022 Investment Review

Market Review Much has changed since we wrote our 2022 outlook just three months ago. We have a war in Europe, an energy shock, and rising interest rates – quite the opposite of an ideal environment for markets. The silver lining is we enter Q2 with much more attractive valuations…

DB Wood Team

8th April, 2022

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