Insights
14 April 2021
There has been a remarkable dearth of hard news in recent weeks. It’s not that nothing is going on – rather that such stories as hit the headlines are having little impact on investor sentiment.
29 March 2021
With the tax year end fast approaching and many allowances offered on a ‘use-it-or-lose-it basis’, now is the time to consider implementing smart financial planning strategies, both now and going…
26 March 2021
Meet Antonia, Senior Investment Manager at our Leeds office. In this video she provides her insight on the biggest risks for investors and how she's adapted to fulfill her client's needs since…
17 March 2021
Owning an asset directly is not always achievable or in line with your overall investment objective. Henry Birt uses the current Bitcoin rally to explore how else investors might join the bandwagon.
17 March 2021
James Godrich explains what he has learnt from planes, jazz, Jonny, cricket & doctors that can be applied to investment management.
11 March 2021
James Godrich discusses what criteria businesses will have to possess in a new environment of potential rising interest rates, in order to be included in his investment picks.
18 February 2021
As we hopefully approach a return to normality, what are investors turning their attention to and why?
12 February 2021
Henry Birt of JM Finn’s research team looks into the mechanics of the world’s largest cryptocurrency, Bitcoin
10 February 2021
The vaccine roll out remains shrouded in unpredictability and uncertainty but there are a few issues we can already see on the horizon, some of which we have the tools to solve.
5 February 2021
After nearly a year in lock down, can we hope for more freedoms in 2021? Brian Tora gives his views.
5 February 2021
James Godrich provides additional commentary of his January fund picks.
4 February 2021
It's never too early to start estate planning so you can leave more to those you love. Simon Wong provides clarity on some common pitfalls that you might be unaware of.
3 February 2021
Current economic growth is considered to be not too hot (to push up rates and inflation) and not too cold (to push down employment and share prices). John Royden unpicks this "Goldilocks" analogy.
29 January 2021
At the end of the year, the scoreboard looks good and we are pleased with the performance of the funds but one year performance numbers tell only a fraction of the story and this is no time for…
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