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Spring 25 – Positioning portfolios in a protectionist world

Spring 25 – Positioning portfolios in a protectionist world

S Vice President JD Vance spelled it out in Munich – “there is a new…
April 13, 2025
Winter 25 – Preparing for the longevity megatrend in an uncertain world

Winter 25 – Preparing for the longevity megatrend in an uncertain world

As a new year dawns and we ponder what the next 12 months may hold…
January 14, 2025
Autumn 24 – Steady growth in an uncertain world

Autumn 24 – Steady growth in an uncertain world

Reassuringly for investors, the latest batch of projections from economic soothsayers continues to predict a…
October 23, 2024
Summer 24 – Financial wellbeing has many facets

Summer 24 – Financial wellbeing has many facets

According to research1, 81% of the UK’s wealthiest individuals are ‘stressed’ about their finances, suggesting…
August 24, 2024
Spring 24 – What could this election year have in store for investors?

Spring 24 – What could this election year have in store for investors?

If elections have consequences, as Barack Obama said, then 2024 looks like being a highly…
April 7, 2024
Winter 24 – Preparing portfolios for resilience in 2024

Winter 24 – Preparing portfolios for resilience in 2024

The past few years have been challenging for investors with a series of unforeseen events…
January 4, 2024
Autumn 23 – Lifetime Allowance removal provides pension boost

Autumn 23 – Lifetime Allowance removal provides pension boost

Several months have passed since the Spring Budget, which, although not necessarily packed with good…
October 8, 2023
Summer 23 – Signs of optimism in global economy

Summer 23 – Signs of optimism in global economy

Although the global economy continues to face significant headwinds, statistics released during the first few…
July 25, 2023