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Managing your investment portfolio

1st April 2020

With markets in turbulence – falling one day, and rallying the next – it can be difficult to know what to do to manage your investment portfolio through the current global crisis. Julian Broom, our Chief Investment Officer, considers what steps to take to maintain some control over your... read more

Posted in: Financial Planning, Investments, News

UK commercial property funds: an update

26th March 2020

UK commercial property has long been a popular sector for investors. But how is it responding in the wake of the global Coronavirus crisis? Julian Broom, our Chief Investment Officer, provides an update: Market volatility over the last few weeks has created increased pressure on all asset classes. The... read more

Posted in: Financial Planning, Investments, News

Bear markets explained

24th March 2020

A bear market is a term that investors tend to fear more than any other. Yet here we are. In recent weeks we’ve seen a drop of more than 20% in asset prices from their recent highs. This will of course shake the confidence of many investors. During uncertain... read more

Posted in: Financial Planning, Investments, News

A few words of comfort

17th March 2020

We are early in the spread of Coronavirus with health systems and populations still to reach the point of maximum impact. Yet there is hope both on the medical front and in the financial markets. Policymakers will find the right mix of actions to instill confidence back into the... read more

Posted in: Financial Planning, Investments, News

A little perspective…

6th March 2020

The reaction of global markets to the Coronavirus were widely reported across the media last week leaving many investors feeling nervous. So where do we go from here? Julian Broom, our Chief Investment Officer, explores why it pays to have a little perspective during turbulent times.   When it... read more

Posted in: Financial Planning, Investments, News

Equity markets

2nd March 2020

Equity markets offered significant returns throughout 2019. Despite initial reservations this year, particularly in the United States, equity markets still look as if they have positive momentum. Easy monetary policy, which is likely to become even easier throughout 2020, and relatively high dividend yields are two factors that could... read more

Posted in: Financial Planning, Investments, News