Month: October 2023

Missing out on unclaimed money that could be in your pocket?

According to recent research, higher rate and additional rate taxpayers in the UK leave millions of pounds of pension tax relief unclaimed yearly. This amounts to a staggering total of £1.3 billion over a five-year period. This unclaimed money could be in your pocket instead!

/ 31st October 2023

Market Update: The resilience narrative comes under pressure

A potentially meaningful change in correlations happened last week. In recent times, a fall in yields (and therefore a rise in bond prices) would go alongside rises in equity prices, particularly the mega-cap growth consumer-related techs like Amazon, Alphabet (Google), Microsoft and Apple.

/ 30th October 2023

Market Update: Bond yield volatility has markets guessing

While we hold our breath over the Middle East tragedy, markets return to interpreting if bond yields are just enough to eradicate inflation or if their volatility points to something bigger.

/ 23rd October 2023

A guide to saving and investing for the next generation

Investing in your child or grandchild’s future is a thoughtful and responsible step towards securing their financial stability. In the UK, initiating an investment early for a child makes sense and can be highly beneficial in the long run.

/ 19th October 2023

Market Update: Capital markets and war

If the attack on Israel last week felt as epoch changing as 9/11, then markets seemed to show determined apathy  – or did they?

/ 16th October 2023

Mastering Your Financial Future: The Power of Cash Flow Modelling

Investing can feel like navigating uncharted territory, particularly for those new to the field. With many options and strategies available, it's crucial to grasp what you aim to achieve with your investments clearly.

/ 9th October 2023

Market Update: Recession fears creeping back

Financial markets are in one of those occasional periods where the world’s economic realities do not quite seem to match what some asset price moves seem to want to tell us. 

/ 9th October 2023

Market Update: Economic resilience is about to be tested

Historically September has on average not been great for investors, and as it turns out this year is no exception to that norm. Both equities and bond valuations have declined and even though equities have not materially moved up or down when looking across the past four months, there is increasing sentiment that the 2023 market recovery is running out of steam or may even be turning.

/ 2nd October 2023