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DFM Area
July Performance Update
The sun is out, the beaches are packed, and the government is paying for us all to have discounted meals out… who would have dreamt …
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The Market’s Story…
Investment markets are always driven by something somewhere, but is a function of our human instinct to link everything that happens to a specific cause. …
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Chancellor’s Summer Statement…
With the job retention scheme tapering over the summer months, there was always a need for more stimulus to protect against a quick rise in …
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Quarter 2 2020 Investment Review…
Market Review
From time to time, financial markets get disconnected from reality. Though there are few occasions where this has happened to the same extent …
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Hot Topics – Our Top Tips on Probate…
Our long-standing history of looking after client’s financial affairs was the key motivation behind the development of our ‘Wills and Probate’ service, which is designed …
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June Performance Update – How Are We Doing & What Matters From Here?…
A famous economist once said “it is better to be roughly right, than precisely wrong”. This bares truth in investment management just as much as …
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Question the Committee – Coronavirus Edition
A big thank you to all our clients who submitted questions this week – it has been great to continue to get a high level …
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May Portfolio Update – No Rest for the Wicked…
Hindsight is a wonderful but dangerous thing. It’s best used to constructively assess previous actions, aiming to learn lessons that can be applied to the …
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A penny for your thoughts…
Governments in the west are spending and borrowing on a vast scale as they counter the effects of the pandemic. In the UK, public borrowing …
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The Three Legged Stool…
Equity markets have recovered some of their losses over the last month or so, with the benchmark UK equity market now down around 20% so …
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