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Investing is important if you want to achieve your wealth goals, and particularly the medium term goals (i.e. five to ten years away), as well as the longer term goals (i.e. ten years plus). We believe in goals-based investing, not least as it leads to better outcomes for clients.
Investment management is one of our three key services to help our clients:
The opportunity cost of cash
One upside to the steady stream of central bank rate hikes is that higher interest is now finally being paid on cash savings. After years in which returns on cash were virtually zero, savings accounts paying over 5% may sound appealing, but is cash an answer for your long-term goals?
The week in review
The week of 12 June 2023 saw encouraging signs on inflation and growth from the US continue the technology-led rally in equities and prompt a pause in rate hikes. Although central banks signalled that further rate increases would be necessary to bring inflation down.
May’s investment market commentary
May was all about the US debt ceiling discussions and a quest for stocks invested in artificial intelligence. These moves saw a rally in technology stocks while the rest of the global equity markets remained broadly unchanged. Simon Watts explains.
The week in review
During the week of 15 May 2023, investor sentiment was buoyed by a more positive tone in the US debt ceiling negotiations. But continued tightness in labour markets prompted more hawkish comments from central banks on their determination to reduce inflation.
8 JULY | ONLINE
Quarter end investment webinar: what’s happening with inflation?
As lockdown restrictions continue to ease around the world and the global vaccination programme gathers pace, markets have turned their attention to life post the pandemic. However, the optimism with regard to global growth is giving way to concerns that inflation may spike for the foreseeable future, despite the assurances from the Federal Reserve.
in a 45 minute webinar, David McFadzean, head of wealth management, joined Tom Caddick, chief investment officer, to discuss recent trends in financial markets, how these might affect investors in the coming months, and how our portfolios are positioned to respond.
In particular, the conversation focused on the impact inflation might have on markets should the price increases become more entrenched. We also flagged the role of alternative investments in portfolios and why they are of increasing importance, with the discussion also encompassing the types of alternative investments we hold and our view on Bitcoin.
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