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Standing the test of time

6th August 2020

The last few months have delivered a global event which we could never have foreseen, and despite our 122 year history we’ve faced a unique set of circumstances which have prompted the need to adapt accordingly.  Jeremy Woodley, our CEO, explores how our past is helping guide our future.... read more

Posted in: Financial Planning, News

A path to economic recovery?

14th July 2020

As we move through the pandemic many analysts are beginning to share their views on the likely path of economic recovery. Julian Broom, our Chief Investment Officer, reviews the latest market information. The last few weeks feel like a bit of a turning point for 2020. Global and US... read more

Posted in: Financial Planning, Investments, News

What tax changes might a UK emergency budget bring?

26th June 2020

Rumours are growing that Rishi Sunak will present an emergency budget to the House of Commons early July 2020. Given the historic contraction in the UK economy such a measure wouldn’t be surprise. But what could the Chancellor announce? Peter Webb, our International Tax Manager, explores some of the... read more

Posted in: Financial Planning, News, Tax

The growing importance of ESG in investing

9th June 2020

In recent months ESG has become increasingly important to investors who are focusing on the way in which companies operate. Coronavirus has accelerated the importance of this theme, and we are seeing signs that the investment landscape has already shifted. Charlie Buxton, our Portfolio Manager, reports on these important... read more

Posted in: Financial Planning, Investments, News

The patterns of progress

3rd June 2020

In the last few weeks, despite the continuing pandemic, global stock markets have staged a strong comeback. So why are stocks climbing when news about the economy isn’t getting much better, and the severity of the public health crisis has barely abated? Julian Broom, Chief Investment Officer, takes a... read more

Posted in: Financial Planning, Investments, News