Insights

Offshore Investment Bonds

11/05/2023 Following the recent budget which saw the annual individual’s Capital Gains Tax (CGT) allowance reduced to £6,000 for the current (2023-24) tax year and to £3,000 from April 2024, Offshore Investment Bonds are looking increasingly...

Key themes emerging from Q1 earnings reporting season

05/05/2023 Key Takeaways Stocks and bonds perform well after the last rate hike The bar for cutting rates is higher than it has been in the past First-quarter earnings results have been better than feared Derby Day is almost here … Key themes...

Tug of war

02/05/2023   By Jeremy Batstone-Carr, European Strategist, Raymond James UK Just like the ribbon tied to a piece of rope and pulled by strongly competing forces, financial markets have shifted this way and that over April, but to nothing like...

Analysing who has the greatest potential to move markets

28/04/2023 Key Takeaways The Fed’s tightening cycle is coming to an end Concerns about the debt ceiling impasse are rising Mega-cap earnings will be key to watch Pro football’s long-awaited draft is here! This year’s 88th annual draft takes place...

9 things your kids don’t want when you downsize

25/04/2023 Among the list of least-wanted heirlooms? Fancy dinnerware, dark brown furniture and sewing machines. With spring in the air, now is a popular time to organise and declutter. But if you’re making a list of items for your kids … 9...

Tune out the noise and short-term distractions

21/04/2023 Key Takeaways The U.S. earnings recession should be short-lived The Fed is unlikely to pivot to an easier policy this year The U.S. dollar’s supremacy is not coming to an end Over the next few weeks, the exciting professional …...

Inheritance Tax Planning

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...

Quarterly Investment Strategy

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?...

A wall won’t stop her

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...

Making a case for an optimistic market and economic outlook

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...

Stay focused on the long game

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 … Stay...

Aspire Spring 2023

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...

How will recent news impact interest rates’ trajectory?

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...

Learned habits of self-discipline & time management

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...

Budget Newsletter March 2023

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...

Will Spring see the end of the Fed’s tightening cycle?

  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...
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