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.
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:
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.
We regularly publish articles, videos and webinars to explain opportunities and trends in financial markets, and why we believe in our investment approach. Please type in your email address and sign up to receive the updates in your inbox.
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