Our insights

Prospects

Spring Issue Thirty Four

In this issue

Pension rules are increasingly complex, with the cost of getting it wrong often punishing. Atticus Kidd explains the rules around the annual allowance and highlights the risks of inaction.

With Tesla’s stock price increasing more than seven-fold in 2020 and stellar gains for some solar-energy equities, many investors are asking whether shares in companies linked to the green revolution…

Whilst Governments and Central Banks around the world have acted quickly to mitigate some of the consequences of the COVID-19 crisis, we are all too well aware that those investors looking for income…

James Radcliffe, a partner at Womble Bond Dickinson, looks at a regularly overlooked exemption that could enhance the value of your legacy for your beneficiaries.

Let’s face it. It has been a tough old year in the market. Twelve months ago, the true implications of the pandemic began to sink in. Lockdown 1 was introduced, the NHS was nearly swamped and the…

Spirax-Sarco’s roots date back to London in 1888, during the second industrial revolution, where it was an importer of steam traps (a valve that filters out condensate).

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.

Although it has roots stretching back to the days of Wellington and Napoleon, the firm was founded 75 years ago, by the son of a Russian émigré. In a recently published book, former partner Charles…

Since the Reddit/GameStop saga of January 2021, much has been written about those who make investment decisions for themselves with no advice, typically via an execution only stockbroking platform.

We included an article in 2019 about a change from the Office of the Public Guardian (OPG) who have revised their guidance in relation to managing investments on a discretionary basis for clients with…

The gross redemption yield (“yield”) on UK ten year gilts hit a low of 0.02% on 3rd August 2020. You now get an annual yield of 0.57%, which is not far from what you got paid before the world slid…

Understanding Finance

Conceptually we have a reasonable understanding of inflation. As an economic term, inflation represents the general price rise of goods and services over a predetermined time.

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.

Investment Manager, Bristol

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.  

Equity prospects

01.

Today,  ASOS is best recognised as a leading online fashion retailer.

02.

Assura is a real estate investment trust (REIT) that specialises in UK primary care medical centre real estate.

03.

CyberArk shares are traded in America, although the company can trace its origins to the Israeli defence forces.

04.

Terry Smith, founder and CEO of Fundsmith wrote in 2010 about the rationale for investing in Del Monte, which most people associated as a canned fruit producer.

Spring Issue Thirty Four