Our insights

As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client portfolios.

We asked George Burnand of JMChase Property Search to give us his views of the residential property market in the shadows of an extraordinary year.

The lack of face-to-face contact this year has brought the full benefits of our client portal to the fore. Being able to access a valuation of your portfolio(s) at the touch of a button, access all…

With a new prime minister in place, we asked Sam Perry, an investment manager at Pictet Asset Management, to share his thoughts on Japan’s fortunes.

When Interest Rates (IR) are high (i.e. borrowing is expensive) consumers pay more for their mortgages, loans and credit, so have less disposable income and spend less…inflation goes down.

We met the companies below and you can learn more on any of these by contacting the person at JM Finn with whom you usually deal.

Senior Investment Manager, Leeds

COVID-19 continues to be at the forefront of all of our lives and it has undoubtedly been at the core of our investment decision making over the last quarter.

Tesco needs little introduction - it’s one of the UK’s top retailers in groceries and merchandise and has a market capitalisation of £20bn.

MarketAxess is where most corporate bonds get traded, particularly American ones and in the smaller deal size (below $5 million).

The London Stock Exchange Group, an exchange where shares and bonds are traded, also incorporates a range of clearing and settlement business as well as price information and index sales.

Segro is a real estate investment trust (REIT) that specialises in owning and developing warehouses, data centres and logistics sites in the UK, focussing on ‘edge-of-town’ spaces.

Many viewed November as a month when the rotation from growth to value took hold. James Godrich explains why he doesn’t feel this is relevant.

Markets have been encouraged by the advent of the coronavirus vaccination programme and unsettled by the prospect of a no-deal Brexit.