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Investment insights

Stay up to date with financial markets and how we position portfolios, as well as understand how we manage money. We think our approach is very relevant in today’s ever changing world.

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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:

Investing

The week in review

5 Dec

   |   4 mins

US equities rallied on the last day of November after Federal Reserve chair Powell said the pace of monetary tightening could start to slow as soon as December 2022. While in the eurozone, inflation eased for the first time in 17 months.

Investing

The week in review

29 Nov

   |   5 mins

Economic news was mixed but signs of a weaker US economy raised expectations of a slowing pace of interest rate hikes. While in the UK and Europe business activity contracted for another month fuelling recession fears.

The 18th issue of our client magazine is out now

28 Nov

   |   <20 mins

The latest issue of Opportunity focuses on the benefits of wealth planning, the future for purposeful investing, and how to get the most out of foreign exchange, plus all our recent company news.

Investing

The week in review

22 Nov

   |   4 mins

The week of 14 November saw markets cool slightly following the previous week’s rally, as investors searched for signs of a potential economic slowdown and that inflation may have peaked.

Investing

Investment seminar

18 Nov

   |   50¾ mins

In this investment seminar, we reflected on the market stimuli in 2022, as well as the positioning of our investment outlook for 2023 and the opportunities which may arise.

Investing

The week in review

15 Nov

   |   4 mins

Equity markets saw their biggest rally in two years after the US consumer price index for October came in better than expected and raised investor hopes that inflation has peaked.

Investing

October's investment market commentary

9 Nov

   |   2 mins

October proved to be a good month for markets, as risk assets rallied strongly on expectations of a pivot on interest rate policy from central banks. While a semblance of stability was also restored in UK government, with the appointment of a new prime minister and a greater emphasis on fiscal prudence.

Investing

The week in review

8 Nov

   |   4 mins

The Federal Reserve and Bank of England raised base rates again in their attempts to contain persistent inflation. But the central banks took contrasting views on the outlook for further rate increases, dashing hopes of an early pivot in US monetary policy.

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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