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News

Our news section providers our views and outlook on current financial and investment issues

Timing Invesmtents?

October 25th 2019

Timing Investments? It’s a well known saying that you cannot “time” markets and that you would be better off simply buying and…

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Drivers of Stock Market Returns

October 15th 2019

Drivers of Stock Market Returns When making a decision for investment in a specific equity market it is important to consider what will be the…

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Gold

September 6th 2019

Gold  Deemed as the ultimate store of value Gold has been in demand over the last year, rising by almost 30%, but what are the key drivers of…

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Wealth Transference - It's not just in the advice

August 23th 2019

Wealth Transference – It’s not just in the advice The Spectrum Group, a US based research and consulting group, launched a study into…

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The rise of the Unicorn

August 8th 2019

The rise of the Unicorn  The phrase ‘History doesn’t repeat itself but it often rhymes’, normally attributed to Mark Twain,…

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US Volatility

June 28th 2019

US Volatility  Here's a great chart that we like to keep an eye on that we first saw published by Rothko Research.  The black line shows…

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Chartist's Corner - June 2019

June 6th 2019

Fibonacci Leonardo Fibonacci was a 13th Century mathematician who developed the Fibonacci sequence; a quick search on the internet will tell you a…

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Woodford Patient Capital

June 4th 2019

Woodford Patient Capital You may have read in the Press today that trading in Neil Woodford’s Equity Income Fund has been suspended. The…

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Pension Freedoms

May 23th 2019

Pension Freedoms When George Osborne introduced the pension freedom reform legislation in April 2014, it was hailed as the most far-reaching reform…

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Risk - May 2019

May 10th 2019

Monitoring Risk  In recent weeks we have provided you with details of some of the indicators that help us to build a framework within which we…

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Chartist's Corner - May 2019

May 2th 2019

Chartist's Corner - May 2019 We use this chart as an indicator for investors risk preferences and a guideline as to how reckless they can…

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Tax Planning Thoughts - April 2019

April 12th 2019

Salary sacrifice This is an agreement between an employee and employer. The employee agrees to exchange part of their gross salary in return for a…

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Chartist's Corner - April 2019

April 5th 2019

Chartist's Corner - April 2019  The Equity Risk Premium is the average annual return from equities divided by the average annual return on 2…

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Looking at the Evidence - March 2019

April 2th 2019

Looking at the Evidence We have written on many occasions highlighting the risks of current Stock Market valuations, particularly in the US. It…

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Retirement Planning

March 22th 2019

Retirement Planning  The journey to retirement is often a difficult one, with a number of speed bumps and potholes that makes the process…

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Tax Planning Thoughts - March 2019

March 15th 2019

Tax Planning Thoughts – March 2019 The Chancellor’s Spring Statement on Wednesday confirmed a number of tax measures introduced in the…

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Chartist's Corner - March 2019

March 7th 2019

Chartist's Corner  If you want to know why investors remain attracted to equities despite all the risks that surround them look no further than…

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Due diligence - If it's too good to be true it probably is!

February 21th 2019

Due Diligence - If it's too good to be true it probably is!  In late November 2018 an existing client brought to our attention an FCA…

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Tax Planning Thoughts - February 2019

February 6th 2019

As the end of the 2018/19 tax year approaches, the following 'housekeeping' suggestions may improve tax efficiencies and utilise allowances that…

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Chartist's Corner - February 2019

January 31th 2019

Chartist's Corner Once a month we will bringing you what we see as an important set of charts and why we are keeping an eye on them! The UK…

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EST. 1999