18/04/2023 The government collected £6.1bn in Inheritance Tax (IHT) bills for the 2021-2022 financial year – a 14% increase on the year before. With the banding frozen until 2028 following the 2022 Autumn budget, this will only continue to move …
April 2023 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: Letter from the Chief Investment Officer Can the UK escape the economic slow lane? Labour force participation: Where did the workers go? Debt …
How swimming prepared Ava Ceric for a career in finance “In long-distance competitive swimming, turning directions every 25 yards is the ultimate determiner of who wins the race. The swimming wall can be your asset or liability, depending on how …
14/04/2023 Key Takeaways Mild recession expected in second half of 2023 10-year Treasury yields are headed lower Equity markets perform well after the Fed’s final rate hike Start me up! This iconic Rolling Stones song keeps racing through our minds …
Making a case for an optimistic market and economic outlook Read More »
Key Takeaways Winners don’t always stay on top Having a balanced offence and defence is key Stay focused on the long game This year’s men’s basketball tournament is one for the history books! Aside from the usual bracket busters and …
Thinking holistically, helping collectively “If you can see it, you can be it.” That’s why Jenny Johnson, president and CEO of Franklin Templeton, believes a purpose-driven approach coupled with visible role models are essential in ensuring the future of …
Fed still likely to raise rates next week Slowdown in housing inflation should ease price pressures Broader contagion fears should be limited College basketball’s tournament kicked into high gear this week as teams strive to make their way to the …
How will recent news impact interest rates’ trajectory? Read More »
By Helena Bakunowicz Since founding The Investment Boutique five years ago in Oxted, Surrey, Helena Bakunowicz has spent a carefully apportioned amount of time thinking about the topic of leadership. “To be a successful entrepreneur, you have to have …
Learned habits of self-discipline & time management Read More »
Our Spring Budget Newsletter breaks down the Chancellor’s Spring Budget, outlining what it means for our Wealth Managers and their clients and helping them to plan for the new tax year – which is almost upon us. DOWNLOAD PDF
Fed eases pace of rate hikes with 25 basis point move Job cuts broadening to industries beyond tech Full effects of tightening yet to be felt Punxsutawney Phil – the world’s most famous groundhog – saw …
Will Spring see the end of the Fed’s tightening cycle? Read More »
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