Investments and Wealth Management Archives

28th April 2022

Are you saving in the right ISA?

Despite bumpy stock markets, the returns on stocks and shares ISAs comfortably outperformed those from cash ISAs over the past year.

7th April 2022

The only way is up: handling inflation

After years of slumber, the inflation dragon is stirring. Are you prepared to meet the challenge?

30th March 2022

Spring Reset: Personal Finance Myth-busters

Like many areas of life, personal finance has its own set of stubborn myths that keep cropping up. Since spring is traditionally a time for sweeping out the cobwebs, let’s clear up some persistent misunderstandings.

13th February 2022

Are you squirrelling away too much cash?

A recent strategy paper published by the Financial Conduct Authority (FCA) stated, “Many consumers who might gain from investing currently hold their savings in cash.”

29th October 2021

The Return of Inflation?

Inflation has picked up sharply in recent months. With inflation uncertainty set to remain, it makes sense to review your investments now.

20th August 2021

Responsible Investing and ‘Greenwashing’

There has been huge growth in the number of ‘sustainable’ and ‘responsible investment’ funds, which now look at a company’s environmental, social and governance (ESG) track record as part of the investment process.

15th August 2021

Portfolio Rebalancing

A portfolio created several years ago can alter over time without the changes being obvious. The names on the investment will generally be the same, as will your share/unit holdings, but much may have happened underneath.

9th August 2021

Investment: Handling high markets

Most of the world’s major stock markets are at or close to their all-time highs, but that is not necessarily a reason to stop investing.

9th July 2021

Dividends recover in 2021

Last year many companies were forced to cut or suspend dividend payments. This year, the reverse is happening and dividends are generally on the up.

8th March 2021

Should I Be Worried About Inflation?

In the wake of the Covid19 pandemic, inflation has been fairly flat over the last year. But economic activity is starting to pick up again, with strong rebounds predicted for the coming 12 months.

7th February 2021

NS&I Premium Bonds: Are They a Good Investment?

With interest rates at an all-time low and the economy uncertain, many investors are looking for a stable investment option. National Savings and Investments (NS&I) offer a range of accounts with different features, interest rates and tax treatments.

24th November 2020

How Might the US Election Impact Your Investments?

Voters have turned out in record numbers and there are clearly strong feelings on both sides. As with any world event, there will be an impact on the economy, and as a result, financial markets. But how is this election likely...

News

Are you saving in the right ISA?

The only way is up: handling inflation

Spring Reset: Personal Finance Myth-busters

Are you squirrelling away too much cash?

The Return of Inflation?

Responsible Investing and ‘Greenwashing’

Portfolio Rebalancing

Investment: Handling high markets

Dividends recover in 2021

Should I Be Worried About Inflation?

NS&I Premium Bonds: Are They a Good Investment?

How Might the US Election Impact Your Investments?