News

Market Update 2nd April 2024

News: 02 April 2024

Budgeting. Not the most fun thing to do in life, but needs must if you want to afford basics plus a few treats. The UK budget for 2024/25 came out the other week, and it made me realise that governments, like me, will put something in a budget and when it doesn’t work you just try to not mention it again. If you ignore it, it didn’t happen right?

Market Update 25th March 2024

News: 25 March 2024

If you had been doing the same thing every day since 2007 and it suddenly came good in a small way last week, would you feel it was a success? Is it a triumph of patience, fortitude and stoicism, or is there something else you could have done? I’m undecided.

Market Update 18th March 2024

News: 18 March 2024

BNY conducted a study in 2021 which showed if women invested at the same rate as men there would be an “extra $3.22 trillion of assets under management from private individuals globally” which would be a massive change to markets

Market Update 11th March 2024

News: 11 March 2024

The policy that caught my eye in last week’s budget was the Great British ISA. The details are yet to come, but it looks as though investors will receive an extra £5,000 of ISA allowance (a 25% uplift) to invest in UK businesses.

Market Update 4th March 2024

News: 04 March 2024

I keep hearing that analysts are high on the list of people who are going to be replaced by AI. I can tell you Innovation isn’t being written by ChatGPT just yet, but I must confess I subscribed to the $20/month souped up version, in case of emergencies.

Market Update 26th February 2024

News: 26 February 2024

It’s been a busy full year reporting season. The latest data from Factset shows that 79% of the S&P 500 have released results and 75% of these earnings numbers have been better than expected.

Market Update 19th February 2024

News: 19 February 2024

UK trend GDP is currently estimated to be 24% below its pre-GFC level. This equates to around £23,000 per household per year. 7% of this is a further leg down caused by covid. Both the GFC and covid were global issues, so why is the UK lagging?

Ben Conway promoted to Chief Investment Officer

News: 14 February 2024

Market Update 12th February 2024

News: 12 February 2024

China is about 25-30% of the MSCI Emerging Market index, so what happens in China is important for EM benchmarking. However, other emerging markets (EMs) have been getting more attention last year and going into this year, and rightfully so.