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Investments

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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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Investments
May 14, 2024

Investment Options: A Short Guide for 2024 3>

The world of investing can be confusing, not only for beginners but also for seasoned investors. Different “asset types” and investment options often come laden with a lot of jargon, making them difficult to understand.…
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Investments
May 11, 2024

UK economy: A roundup for 2024 3>

The state of the UK economy has key implications for individuals’ and households’ financial plans. For instance, the economic landscape informs government policy and decisions (e.g., tax rates), which can bestow costs and/or benefits on…
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InvestmentsMarket Update
May 4, 2024

Market Update – April 2024 3>

Markets have started to see some volatility in April, following (mostly) positive performance over the prior few months. Inflation data continues to improve, although progress appears to have slowed somewhat. Commodity prices continue to keep…
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Investments
April 6, 2024

What is a general investment account? A short guide 3>

A general investment account (GIA) can be thought of a bit like a regular savings account, except you are putting your money into investments – e.g. bonds and shares – rather than cash. What makes…
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Investments
April 3, 2024

Are bonds tax free? Your gilt questions answered 3>

Bonds can be a powerful asset class to include in an investor’s portfolio. Yet how do they work, exactly? How do they relate to taxes, and what can you do to “shield” your returns (e.g.…
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InvestmentsMarket Update
April 1, 2024

Market Update – March 2024 3>

As we approach the end of quarter one, and indeed the tax year, global markets have continued to perform well following positive data on inflation. The UK Budget announced better-than-expected projections, despite economic shrinkage in…
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Investments
March 5, 2024

Gilts: a short guide to government bonds 3>

UK government bonds – also called “gilts” – can be an attractive option for investors who are focused on mitigating risk, providing income and diversifying their portfolios. Yet what are gilts, exactly? How do they…
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Investments
March 5, 2024

Is past performance important for investors? 3>

How should you choose your investments? When building a portfolio, many investors focus on past performance – e.g. the price growth of a fund over the last 10 years – to try and identify “winners”.…
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InvestmentsMarket Update
March 5, 2024

Market Update – February 2024 3>

Global markets have continued to rally this month, with strong returns seen in the US and Europe in particular. Markets are still dominated by a small number of companies – the Magnificent Seven in the…
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