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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, and why we think our approach is very relevant in today’s 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

Weekly investment update

22 Sep

   |   4 mins

James Robertson reviews the week of 14 September, which was relatively quiet in markets, but resulted in varied performance across the different asset classes and another risk-off week for investors.

Investing

20 years on: déjà vu for tech stocks?

15 Sep

   |   9 mins

Rebecca Cretney reviews the slide in tech stock values, asking if this a repeat of the Y2K tech bubble bursting or if this is just due to current day events.

Investing

Weekly investment update

15 Sep

   |   5 mins

David McFadzean reviews the week of 7 September, where markets saw the trends in the first week of the month repeated, as investors remained risk averse.

Investing

8 October: our next quarter end investment webinar

11 Sep

   |   30 mins

David McFadzean is being joined by Andrew Yeadon to discuss the key events in Q3 markets, recent portfolio changes and what could happen before the end of 2020.

Investing

August's investment market commentary

9 Sep

   |   2½ mins

August can be a troublesome month for financial markets, but this year saw riskier assets continue to climb from March lows as Andrew Yeadon's update explains.

Investing

Weekly investment update

8 Sep

   |   6 mins

James Robertson reviews the first week of September, which saw a sharp sell-off in the higher valued growth and tech stocks - a reversal of August’s markets.

Investing

Weekly investment update

25 Aug

   |   5 mins

Rebecca Cretney reviews the week of 17 August as the S&P 500 hit a new record high before finishing the week lower, while all major regions were flat or in the red.

Investing

Zombies, opportunities and fixed income

21 Aug

   |   2 mins

Rebecca Cretney discusses how investors can distinguish between solid companies and the zombies, and changes we have made to our fixed income positions.

Quarter end investment webinar
8th October 2020

Online

Quarter end investment webinar

After the end of each quarter, we invite you to join a webinar hosted by David McFadzean, our head of wealth management, with Andrew Yeadon, our chief investment officer. We review the major events, how we positioned and changed portfolios and what our base case scenario is for the next 12-18 months.

 

Join us online for a 30 minute discussion, with the opportunity to pose your own questions to our experts.

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