Our Views on the Markets and the Economy

We’d like to share some of what we have read recently with you – to help keep you informed on subjects which affect all our lives and to occasionally give you a viewpoint you may not have considered.

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We enter June still hearing continued tragic news of the human impact of Covid-19. The bad economic news is also unrelenting, with the longest economic expansion in US history cut abruptly with what is sure to be a deep, global recession.

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How We Use ETFs in Our Portfolios

In a recent interview with ETF Stream, our head of portfolio management Iain Barnes talked about how we use ETFs in our portfolios.

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Is the Covid-19 crisis a Black Wednesday moment for the Government? In September 1992, sterling was forced out of the Exchange Rate Mechanism. The fact that this devaluation was inevitable whoever had won the general election did not matter.

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The disruption socially, economically and in markets this year may come at a particularly worrying time for those who are nearing or about to retire. So what should investors do to make the most of their retirement fund now and to ensure its resilience for the years ahead?

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As is distressingly evident this year, investors and society often face major challenges. Yet there are some things that are within your control, particularly when thinking about your personal finances.

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Six Areas Influencing Markets Now

Our lack of understanding of the coronavirus has added to the challenges confronting politicians and policy makers in recent months, and this in turn has fed the uncertainty impacting financial markets.

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In the month since the lockdown due to the coronavirus, businesses across the country have faced often severe disruption. It is only natural for investors to wonder therefore how we face the challenges of managing money during these unique circumstances.

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The extension of the lockdown was understandable. Over the last week, however, fear created by talk of a second wave of the virus has fed pressure to extend the lockdown.

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Should the spurious claims by supporters of the active fund management industry be finally laid to rest? Investors have been much more inclined to choose passive funds in recent years – driven by increasing awareness about the negative impact of high fees and publicly available figures on the long-term underperformance of active managers.

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