Whatever your view of Donald Trump, the chances are that the outcome of the Trade War will help shape how history remembers him. The US (like a lot of the developed world) is carrying a huge national debt. The only way to reduce the debt quickly is for the Government…
Ashley Brooks
25th April, 2025
Given the political events of the last 10 days or so, we thought it appropriate to send out an interim note to clients, to keep you as informed as we can as to what we believe is happening, how the uncertainty is playing out, and where we are positioned from…
Ashley Brooks
11th April, 2025
We came into 2025 cautiously optimistic. With high income yields, inflation sticky, though generally trending downwards, and economic growth in most parts of the world holding up. The investment backdrop was favourable. That was the optimism part. The caution? Well, markets had started to count on Trump 2.0 as a…
DB Wood Team
4th April, 2025
Recession or no recession, that is the question…
They say a week is a long time in politics, but in the case of the new US administration, that should probably be re-framed to a day is a long time in politics. Trump and his team are certainly ruffling some feathers in investment markets. Last week, just a few…
Alex Chappell
21st March, 2025
Diversification is a key cornerstone of portfolio management, as it aims to reduce risk and provide a platform for sustainable growth across a range of investment environments. We are multi-asset investors, with the objective to deliver robust returns over the medium to longer term, without over exposing clients to one…
Alex Chappell
7th March, 2025
What’s all this ‘chatbot’ about then?
OpenAI started life in 2015 as a research organisation with a mission to migrate AI safely into humanity. On the 30th November 2022, they released a landmark AI chatbot, called ChatGPT, that has subsequently been doped AI’s ‘iPhone moment’. It was the fastest adopted internet application in history, growing to…
Alex Chappell
21st February, 2025
Well, we’ve certainly had quieter starts to the year. In the first month of 2025 we’ve had positively surprising inflation data, an AI breakthrough out of China, and the start of the tariff games. Market volatility has picked up, as the world takes stock of the infamous new US President.
Alex Chappell
7th February, 2025
Tax charge ahead, is it time to change course?
It’s been a tough few months for the tax landscape. For many clients, 2025 will see a change of direction for their financial planning, as we adjust following the recent budget, which delivered some significant changes to the way many assets are taxed. Subsequently, even more consideration will need to…
Ashley Brooks
24th January, 2025
Market Review When we sat here a year ago writing this update, markets were expecting an imminent recession with the expectation that interest rates would come down quickly to compensate. At the time we didn’t think that the outlook for the UK economy was quite that bad, though we were…
The Investment Committee
10th January, 2025
What a difference a year makes
2024 has definitely been a year of change. A new government, a new tax landscape, and thankfully, a much-improved investment backdrop. They wouldn’t all quite have got onto our 2024 Christmas card list, but we’ll definitely take the last one! This time last year we had just seen the light…
Ashley Brooks
23rd December, 2024