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

January 14, 2025
As a new year dawns and we ponder what the next 12 months may hold for us as individuals and investors, one thing is for certain – some familiar challenges lie ahead. The International Monetary Fund (IMF)1 unveiled its latest economic assessment the week prior to the US election, proclaiming a period of ‘stable but underwhelming’ global growth for the year ahead.

Autumn 24 – Steady growth in an uncertain world

October 23, 2024
Reassuringly for investors, the latest batch of projections from economic soothsayers continues to predict a period of steady, if unspectacular, global growth. The forecasts also highlight a number of economic concerns including ‘sticky’ inflation, large budget deficits and geopolitical uncertainties, which could inevitably create some investment challenges.

Summer 24 – Financial wellbeing has many facets

August 24, 2024
According to research1, 81% of the UK’s wealthiest individuals are ‘stressed’ about their finances, suggesting financial wellbeing is about more than just the totality of your wealth. So, virtually everyone has concerns about what their financial future will look like.

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

April 7, 2024
If elections have consequences, as Barack Obama said, then 2024 looks like being a highly consequential year. Some 64 countries are due to hold elections this year (including the US, India, Brazil, Russia and very probably the UK), representing over half of the global population and, in economic terms, half of the world’s gross domestic product (GDP)...

Winter 24 – Preparing portfolios for resilience in 2024

January 4, 2024
The past few years have been challenging for investors with a series of unforeseen events and rising geopolitical tensions weighing heavily on global markets and, as a new year dawns, many issues remain unresolved...

Autumn 23 – Lifetime Allowance removal provides pension boost

October 8, 2023
Several months have passed since the Spring Budget, which, although not necessarily packed with good news stories, held one announcement that certainly did bring considerable cheer to higher rate taxpayers...

Summer 23 – Signs of optimism in global economy

July 25, 2023
Although the global economy continues to face significant headwinds, statistics released during the first few months of this year have revealed unexpected signs of resilience...