Month: June 2021

Market Update: Moderating Expectations…

The seemingly never-ending pandemic-induced restrictions and uncertainty is making the forward planning of summer activities quite precarious and frustrating at times. That capital markets have recently borne fewer surprises than the planning of our summer holidays is a rare event and should be cherished – assuming it is not simply the calm before the next storm.

/ 28th June 2021

Six Principles of Investing

Whatever stage of life you’ve reached and whatever plans you may have for the future, you want your money to earn the best return possible without taking undue risk. That’s why it’s important to invest in a way that’s right for you and that will meet your goals. Creating and maintaining the right investment strategy plays a vital role in securing your financial future. How much control do you want over your investments? Investing can seem daunting but you don’t have to do it all on your own.

/ 24th June 2021

Market Update: Investors try to make sense of the Fed’s ‘dot-plot’

The biggest event of the week took place on Wednesday, as the US Federal Reserve (Fed) concluded its two-day Federal Open Markets Committee (FOMC) meeting, where it discussed economy policy and its latest projections on inflation and interest rates. Leading up to Wednesday, we were asking ourselves the question “what will the Fed change?”. In essence the choices were “nothing”, “a bit”, or “more than a bit”. All of us were somewhere between “nothing” and “a bit”. The Fed delivered “a bit”.

/ 21st June 2021

Succession Planning

The operational demands of running a family business or other closely held enterprise can be all- consuming, but it’s vital that business leaders take the time needed to assess their organisation’s business succession planning.

/ 16th June 2021

Market Update: Hazy as Carbis Bay

The G7 meeting in St. Ives’ Carbis Bay was rightly the centre of attention in the UK this week and looks to centre on Europe’s leaders cosying up to a much more loveable US administration, at the same time as trying not to mention Brexit too much.

/ 12th June 2021

Market Update: Going up Sideways

May’s returns numbers are in, and the headlines are as follows: a rotation from tech to financials – and from value to growth – as well as a bit more downward pressure on bonds. We have included our usual ‘in review’ table and monthly comments below. Overall, it was a quiet month...

/ 4th June 2021