Category: Blog

Blog, DB News

The Year of the Election

This year will be the single largest election year in history. Across six continents more than 2.5 billion people will be able to put pen to ballot paper and vote for the future of their country’s policy. It’s a chance for 30% of the world’s population to share their views…

Alex Chappell

16th February, 2024

Blog, IC Insights

January Performance Update

The psychology of markets is not especially consistent. Investors get overly pessimistic when they are worried, and overly excited when newsflow is good. This creates periods where too much of the bad news is reflected in market prices and vice versa. After 18 months of bad inflation and interest rate…

Alex Chappell

2nd February, 2024

Blog, DB News

Will 2024 ‘Trump’ 2023?

As regular readers will know, last year was hard fought. A weighted average of our portfolio returns (after costs) produced circa 8% in the calendar year, that was achieved despite 8 of the 12 calendar months yielding negative numbers. In fact, it took until December to get ahead of our…

Ashley Brooks

19th January, 2024

Blog, IC Insights

Q4 Market Review

2022 was one of the most challenging years for investment returns in recent history. As so often when asset valuations fall significantly, there are some excellent opportunities created, and we spent much of the latter part of 2022 in particular, reshaping our portfolios for 2023. As a result, we felt…

The Planning Team

5th January, 2024

Blog, DB News

2023 Round Up

A lot happens in a twelve-month period. We live in a world full of subjective opinion, and often sensationalism, resulting in a greater risk of thinking short term and reacting in the moment. We’ve all heard the saying ‘patience is a virtue’ and it’s been absolutely required this year with…

Ashley Brooks

21st December, 2023

Blog, IC Insights

November Performance Update

“How did you go bankrupt? Bill asked. “Two ways” Mike said, “gradually then suddenly”. That famous quote from Ernest Hemingway’s novel feels very applicable to the question “how is your investment forecast playing out?” We’ve been talking since the spring about a more positive investment environment for our portfolios. Our…

Alex Chappell

1st December, 2023

Blog, DB News

Everything you need to know about the 2023 Autumn Statement

On Wednesday chancellor Jeremy Hunt delivered the Autumn Statement, setting the scene by saying the UK economy had performed better than previously expected, giving them room to cut taxes and raise benefits in search of delivering growth. Ahead of his speech, Hunt faced pressure to reduce the tax burden on…

DB Wood Team

24th November, 2023

Blog, DB News

Keeping things safe in the digital era

This week’s blog focuses on how we protect our clients against fraud and cyber crime in particular! Our insurance team often quote the statistics that sit behind this increasing problem, and worryingly, 46% of UK businesses have experienced a cyber attack in the last 12 months, a 400% increase in…

DB Wood Team

17th November, 2023

Blog

October Performance Update

October was a turbulent month for global investments. The three main drivers were a continuation of resilient economic data in the US (for most of the month), the Israel-Hamas conflict (in particular the potential effects on oil prices and therefore inflation implications), and the escalation in wider geopolitical tensions. Lately,…

Alex Chappell

3rd November, 2023

Blog, IC Insights

Q3 2023 Market Review

We approached Q3 with optimism. Not because we expected this quarter itself to be stellar, but because valuations on any medium to long term basis are as good as they have been at any time in the last 15 years. That said, markets need confidence, specifically with respect to inflation…

DB Wood Team

5th October, 2023

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