Our Views on the Markets and the Economy

Various factors will typically be out of your control when you invest – such as market performance and volatility, inflation and your life expectancy – but focusing on four key things you can influence is a smart way of thinking about investing for the long term.

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Common Retirement Mistakes We See Again and Again

We all make mistakes with our money, and some of these errors can have lifelong consequences. Yet with a little forethought they can be preventable, and with a little initiative they can be fixed.

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Skin in the Game

Actions speak louder than words. We often observe the logical and emotional arguments companies and organisations make – but how they act is much more revealing.

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UK Update

Despite the political crisis that has engulfed the UK since the 2017 general election, the UK has not suffered an economic crisis. That being said, political uncertainty linked to Brexit, alongside the global slowdown, has weighed upon the economy. Now, with a general election set for December 12th, uncertainty about future policy may weigh in coming weeks upon both the economy and markets.

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Brexit – Keeping a Sense of Perspective

As Brexit divisiveness and uncertainty persists, it is only natural to be distracted by this contentious national debate. It is also not unusual to be concerned about your investments, but it’s important to put potential outcomes into perspective.

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We are very pleased to have become the first wealth manager to be awarded a Mumsnet Rated badge, making us one of Mumsnet users’ recommended providers.

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Will there be a global recession? What next for policy? Where are the major financial risks? These questions will be to the forefront of minds this week in Washington as the annual meetings of the International Monetary Fund (IMF) and World Bank take place.

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How Investors Can Conquer Choice Overload

An abundance of choice is not always a good thing. When browsing a supersized menu or battling a complex smartphone plan, we confront what is known as choice overload. Investors are not immune to its consequences either – and it can have a damaging influence on our wealth.

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Economic Update

It is a time of considerable uncertainty. The need to take account of uncertainty in investing has been a central feature of our many webinars and client events throughout this year. Economic, financial, political or policy uncertainty are very evident across many countries and markets.

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Managing Uncertainty

Uncertainty seems to be the signature catchphrase of our times – a state often amplified in the world of investing. Countless forces affect the prices and price movements of stocks and bonds: economic factors, company results, trade and political frictions, monetary policy and many, many more.

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