Insights

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.

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…

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…

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.

James Godrich explains what he has learnt from planes, jazz, Jonny, cricket & doctors that can be applied to investment management.

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.

As we hopefully approach a return to normality, what are investors turning their attention to and why?

Henry Birt of JM Finn’s research team looks into the mechanics of the world’s largest cryptocurrency, Bitcoin

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.

After nearly a year in lock down, can we hope for more freedoms in 2021? Brian Tora gives his views.

James Godrich provides additional commentary of his January fund picks.

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.

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.

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…