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We regularly share our thoughts on the performance of financial markets, the economy and changes in legislation. Find out what it all means for you, and how it could affect your planning.

We also host events where you can meet informally with clients and other professional advisers, and learn about current issues.

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Monday, September 17, 2018

10 Years After the Credit Crunch

Last week was the 10th anniversary of the collapse of Lehmans Brothers bank so we take a look at what lessons may have been learned by private investors since...

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Friday, March 23, 2018

Q4 2017

Insights from our quarterly investment review

A look back at the last five years; and how our portfolios are currently positioned

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Friday, March 23, 2018

The prospect of a radical Labour government

Peter Stanyer writes:

'A further apparent threat to UK private investors’ wealth is political and arises from the extent of support for the newly radicalised Labour Party. This can seem a parochial UK concern'

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Friday, March 23, 2018

Expensive markets

Peter Stanyer writes:

'Stock markets are trading at historically high valuations, and although bond yields in the US have picked up as the Fed has scaled back quantitative easing, 10 year US Treasury yields are still under 3%, having been around 1.5% in mid-2016, and corresponding gilt yields are still stuck well below 2%'

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Friday, March 23, 2018

Brexit negotiations

Peter Stanyer writes:

'Brexit is at the forefront of the news among concerns over threats to wealth'

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Tuesday, February 13, 2018

Recent Market Volatility

You'll all be aware of the media focus over the last fortnight on the fact that the Dow Jones (DJIA) had its biggest single points fall in one day and the ‘fear index’ VIX increased by 100%.

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