Welcome
After a difficult year for investors in 2022, it has been an encouraging start to 2023 for the UK economy and stock market as a whole.
Following the previous Chancellor’s mini-budget in September, confidence in the UK fell dramatically driving the UK market to a low for the year.
In the commentary that accompanied the periodic statements at the end of the second quarter, we suggested that some of the difficult economic conditions may already be priced in to stock markets.
The terrible events unfolding in Ukraine put much of what we do as a business into perspective and our thoughts go out to all of those impacted, either directly or indirectly.
The terrible events unfolding in Ukraine put much of what we do as a business into perspective and our thoughts go out to all of those impacted, either directly or indirectly.
At the time of writing the market is under some short term pressure over fears of a new strain of COVID-19, which of course we hope can be kept in check to maintain our relatively stable number of…
As we start moving our default working location from home to the office, albeit with a greater measure of flexibility, there is a shared sense of excitement across our London based staff for our new…
Writing this from the office, it seems as if we are now entering a new chapter and one we must be thankful for. Whilst the City of London stills seems quiet, the most recent easing of restrictions has…
As I write, it certainly feels that spring is upon us. Not only are the evenings getting lighter and the buds are appearing in the garden, but there is light at the end of the lockdown tunnel.
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.
Global markets have rallied significantly from their low points in March, led by the US and the technology sector in particular, with strong performance from healthcare and pharmaceutical stocks,…
There have been many financial, social and political crises and wars over the years, including in the 1950s, ‘60s and to a lesser extent the ‘70s, when some appalling flu epidemics struck the Western…
We will of course find out more about the government’s spending plans during the budget.
Over the last few years, we have generally taken an international stance on investment and my belief is that we should continue to do so long-term. It certainly has helped performance in recent years…
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