Insights

“Feeling a little blue in January is normal” – Marilu Henner

The first month of a new year ended as a disappointment for the average U.K. investor, especially as a contrast to the widespread excitable returns seen in the last two months of 2020. However, the month of January alone rarely …...

Monthly Market Commentary February 2021

“Feeling a little blue in January is normal” – Marilu Henner                                                            … Monthly Market Commentary February 2021 Read More »...

7 Steps to Simplicity

Learn ways to thoughtfully and purposely banish boredom and burnout from your life. Picture this. You’re up. Dressed. Sitting on your couch, wondering what to do. It seems you can do anything or nothing. Time stretches before you. There’s a …...

Family School of Finance

Start the New Year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about eating less and exercising more, how about focusing on something that’s also very good for you in the …...

Investment Strategy Q1 2021

Letter from the Chief Investment Officer                                                                      … Investment Strategy Q1 2021 Read More »...

12 Financial Resolutions for 2021

Start the New Year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about eating less and exercising more, how about focusing on something that’s also very good for you in the …...

Defence against Scammers’

Stay sceptical – and a step ahead – of scammers Any time there is trouble in the world, like a natural disaster or global pandemic, you can expect fraud artists to emerge like worms after a rainstorm. Scammers read headlines, … Defence...

Monthly Market Commentary December 2020

The curtain is slowly coming down on 2020. Not before time! After what has been a tumultuous period for most, and a tragedy for many, the time to turn the page and move on is slowly arriving. Centre stage, the … Monthly Market Commentary...

Monthly Market Commentary November 2020

“Perpetual optimism is a force multiplier” – Colin Powell After a rough, tough performance month in the pan-European equity markets, the instinct is always to look away from the detailed data and conclude in a world of tightening pandemic...

Investment Strategy Q4 2020

This October marks 80 years since the opening of the Pennsylvania Turnpike, America’s first highway. Highways have been a critical driver of economic growth due to the connectivity, speed, and efficiency they provide. As Confucius so appropriately...

Monthly Market Commentary September 2020

“The good of other times let people state; I think it lucky I was born so late” – Ovid The traditional early September think piece centres on the natural reset that a generalised return to work (and for the younger … Monthly Market Commentary...

Monthly Market Commentary August 2020

“August brings into sharp focus and a furious boil everything I’ve been listening to in the late spring and summer” – Henry Rollins     Financial markets are always a three-dimensional jigsaw, with new pieces being added and deleted at whim...

Investment Strategy Q3 2020

“Our hearts aching, our prayers praying, our flags waving, never forget.” These prescient words spoken by the maker of the American flag, Betsy Ross, are just as true today as they were more than 240 years ago. We ache for … Investment...

Monthly Market Commentary June 2020

“There is no sun without shadow, and it is essential to know the night” – Albert Camus     At any other time, a three percent bounce during May in the panEuropean (including the U.K.) equity markets and the driest fifth … Monthly Market...

Monthly Market Commentary May 2020

“Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning” – Winston Churchill        Over three hundred and fifty years ago, back in 1665, … Monthly Market Commentary May 2020 Read...

Investment Strategy Q2 2020

The COVID-19 outbreak has led to unprecedented volatility and tremendous declines in wealth, but we have faith that once the pandemic is defeated, the wild swings in the financial markets will abate and prosperity will return. But what cannot be...
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