It’s around 12 months since the bond market hit its lows for 2022. Around the time of Liz Truss’s budget, we added significantly to an asset class that had sold off hard and relative to the last two decades, was providing a significant annual income stream. In time, we also…
Ashley Brooks
20th October, 2023
Investment Review Quarter 1 2018
Market Review The first two weeks of 2018 saw a continuation of steady growth within investment markets. Although many of these markets were trading near to or at all-time highs, economic data still appeared relatively supportive of further growth. However, history has taught us to be…
The Investment Committee
6th April, 2018
When we launched our range of five model portfolios on 1st March 2008, we didn’t quite know it yet, but one of the deepest financial crises in modern history was ensuing. At the market open, the FTSE 100 index priced at 5,884 but markets were firmly in panic…
Ashley Brooks
9th March, 2018
Love at first sight… can sometimes have a nasty bite!
The bitcoin journey quite aptly characterises the early stages of a failed relationship. Dave Sheep is just a normal guy… good looking, mid-20s, athletic build with an infrequent interest in investments. He’s in town one day, just picking up a few bits when he walks into a shop…
Alex Chappell
9th February, 2018
Brexit: What it could mean for the economy and financial markets
Founded in 1993 under its current name, but with origins stemming back to the 50’s, the EU is a union of 28 member states with an estimated population of 508 million people. It’s a means to share people, policy and economic prosperity, and one in which each member…
Alex Chappell
18th March, 2016
Investment Review Quarter 4 2015
Market Review of Quarter 4 The final three months of the year saw improved returns within most investment markets, although in summary 2015 was a disappointing year across bond and equity markets generally. In many ways, the year can be characterised as a false start. Fantastic pre-April growth…
Ashley Brooks
12th January, 2016