Our insights

Prospects

Spring Issue Thirty Eight

In this issue
Editorial
What wasn’t keeping Paul Volcker up at night?

US inflation was 7.5% in January 2022, sending panic ripping through markets. We look at the Fed’s reaction and compare it to that of the 1980s response to the Great Inflation.

Guest editorial
COP26 agreed to bring an end to unabated coal but what is carbon capture and does it even exist?

At COP 26 the world committed to phase out unabated coal power generation and to cease issuing inefficient subsidies for fossil fuels. The words “unabated” and “inefficient” were both late additions.…

Independent view
Financial abuse: protection and prevention

Abuse of older people comes in many forms including financial, psychological and physical. It is often the case that an elderly victim will suffer from more than one type of abuse at the same time.

Economic focus
Life in a post-pandemic world

Two years ago, my wife and I had just returned from a lengthy stay at our house in the Algarve when we were suddenly thrust into lockdown.

Wealth planning in focus
Tax year end planning

As much as April is associated with fools, springtime and new beginnings, it is also a time to consider implementing smart financial planning strategies as it marks the end of another tax year.

Company meetings
Company Meetings Spring 2022

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.

JM Finn news
JM Finn supports staff wellbeing by extending partnership with Cityparents

JM Finn recognise that a work-life balance is essential for employee growth, personal happiness and productivity.

Stock in focus
Edwards Lifesciences

Edwards are the leading player in the treatment of structural heart disease and hemodynamic monitoring, the physics of how blood flows, with 97% of product sales coming from #1 global market share…

Bond focus
The road ahead

This last quarter has been a tough one for bonds with climbing inflation pushing up ten year yields.

Asset allocation in focus
Asset Allocation Focus in Spring 2022

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.

JM Finn news
Helping young people explore and discover inspiring careers

JM Finn participated in the Future Frontiers scheme, giving career guidance to young people in the UK.

Understanding Finance
Understanding Finance
The Discounted Cash Flow Model

A core method we, as equity analysts, use to calculate and estimate the present value of the companies we invest into on behalf of clients is the discounted cash flow model (DCF).

JM Finn news
JM Finn continues partnership with the Affordable Art Fair

The Affordable Art Fair roared back to life in 2021 with art lovers from across the country making sure that attendance figures did not disappoint.

Meet the manager
Meet the Manager: Michael Holder

Senior Investment Manager, Bristol

Welcome
A message from our CEO | Spring 2022

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.

Equity prospects

01.
AB Foods

At first glance Associated British Foods (ABF) presents a slightly confusing investment case; a business of two parts.

02.
B&M

B&M are a leading UK value retailer who focus primarily on physical retail sites versus online retail.

03.
CrowdStrike

CrowdStrike is a cloud-native cyber-security company with a platform specialising in endpoint security.

04.
Vodafone

The name Vodafone, deriving from voice data fone, aptly covers much of what the business provides.

Spring Issue Thirty Eight