Investments
October 9, 2024

Anti-greenwashing – are your investments truly “green”? 3>

Interest in sustainable (or green) investing is on the rise in 2024. Over 50% of individual investors want to increase their allocations in “ESG-friendly” options next year (environmental, society and governance). Many are spurred by…
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Investments
October 2, 2024

The case for “time in” the market 3>

There is a famous adage: “Time in the market is better than timing the markets.” Yet, what does this mean? Is it true, and if so, why do investors still attempt the latter approach? Below,…
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Investments
September 10, 2024

Falling interest rates – where should you invest? 3>

The Bank of England finally cut interest rates on 1 August 2024 after 12 months of holding the base rate steady at 5.25%. The new headline rate is 5%. Indeed, markets are widely expecting a…
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InvestmentsMarket Update
September 1, 2024

Market Update – August 2024 3>

August has been volatile in global equity markets, especially at the beginning of the month in Japan. Later, performance improved as new data emerged - along with growing expectations of further interest rate cuts. Investors…
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Investments
August 6, 2024

Landlord? Why 2024 might be time to diversify 3>

Recent years have not been particularly kind to many UK landlords. Not only did the Coronavirus Act 2020 delay when landlords could evict rogue tenants (resulting in huge losses for some), but various tax benefits…
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InvestmentsMarket Update
August 1, 2024

Market Update – July 2024 3>

July has witnessed some volatility in developed financial markets, following many months of record highs in 2024. However, markets remain largely positive and unaffected by a stream of significant political events in the Western world.…
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Investments
July 15, 2024

Should you rely on cash? The case for investing 3>

Many people view cash as a “safe” place to put their money. Compared to investing, cash savings appear more stable and secure. However, cash is not risk-free and can incur opportunity costs, which may not…
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InvestmentsMarket Update
July 2, 2024

Market Update – June 2024 3>

The UK economy and political landscape experienced some important developments in June. The country elected a Labour government on 4 July, with markets largely calm and welcoming of the change of the guard. Recent inflation…
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Investments
June 6, 2024

The British ISA – what we know so far 3>

Since the Chancellor announced plans for the British ISA in October 2023, speculation has abounded about what form it might take and which benefits it might offer. Below, our Grantham financial advisers at Castlegate explain…
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InvestmentsMarket Update
June 2, 2024

Market Update – May 2024 3>

May has been a significant month in UK politics and the economy. The next general election was announced, new inflation and GDP figures arrived (showing some encouraging signs), and stock markets set new records in…
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