Our insights

Prospects

Spring Issue Thirty

In this issue

Editorial

The rise of plant power

Michael Bray explores how the rise of plant-based food and beverages across the meat and dairy substitute markets is impacting the industry.

Wealth planning in focus

Gifting To Charity Via A Will – The Additional Financial Benefit Of Doing So

The updating of Wills, (or for so many of us, the drafting of Wills for the first time…), is likely to be a key item on the agenda of many a New Years’ Resolution list.

General interest

A Curator's View

Adrian Locke, Senior Curator at the Royal Academy is often presented with a range of challenges when putting on an exhibition. None more so than curating Oceania.

Collectives commentary

The importance of face-to-face meetings

In a departure from the norm, as opposed to asking a third party fund manager to give us their current view of the market, we asked Freddie Woodhead, who is the sector specialist for Asia and…

Guest editorial

Familiarity Breeds Contempt

I used to joke that I can tell which country an investor lives in and which industry she works in just by looking at her portfolio.

Understanding Finance

To P/E or not to P/E?

There are many models to choose from when valuing a company and your choice depends on the company as well as what your aims are.

Company meetings

Company Meetings Spring 2020

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.

Economic focus

First, the bad news...

Just how big a threat is the Coronavirus to the health of the global economy?

The Potting Shed

The Potting Shed No.8

Art has always been at the centre of my life for as long as I can remember.

Bond focus

QE or not QE ... Is that the question?

You may have read about the way that the USA’s Federal Reserve Bank (“Fed”) has been active in the New York repo market. This article explains what is going on.

JM Finn news

Sponsorship

Providing personalised investment and wealth management services requires a good deal of communication and whilst formal client meetings are an integral aspect of our services, being able to meet our…

Independent view

Bank of Mum and Dad

Are you thinking about making gifts or loans to your children to help them on the property ladder?

Asset allocation in focus

Asset Allocation Focus in Spring 2020

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.

Stock in focus

Alphabet

Alphabet is the holding company created by Google in 2015 to provide investors more transparency into Google’s operations and give Google’s earlier stage companies, ‘Other Bets’, greater space to…

Insights

Women: what I wish I could tell my younger self about money

It’s never been more important to start investing early. And this is particularly important if you’re a young woman as you don’t want to have regrets as you get older.