Our insights

Prospects

Winter Issue Thirty Three

In this issue

By the end of the Second World War Britain’s debt ratio to Gross Domestic Product (GDP) was 250%. By the end of the 1970s - 35 years later - the debt was down to below 40%.

They say that a week is a long time in politics. It is turning out to be a positive age in markets.

The UK currently faces two seismic events – Brexit and COVID-19. Whatever your views are on how successive governments have handled these events, it is apparent that both have had, and will continue…

National Savings & Investments, (NS&I) has for long been a favourite of UK savers wishing to see some return on their cash savings.

Starbucks started life in Seattle in 1971, not as a coffeehouse serving brewed coffee, but as a retail store that sold premium coffee beans and roasting equipment to consumers and businesses.

On 30th September, JM Finn announced a series of changes to the leadership team, which sees the chief executive role taken up by Hugo Bedford as of 1st January 2021, subject to regulatory approval. We…

On the 19th of March 2020 the plague reached the Bank of England and it cut its base rate to 0.1%.

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.

We asked George Burnand of JMChase Property Search to give us his views of the residential property market in the shadows of an extraordinary year.

The lack of face-to-face contact this year has brought the full benefits of our client portal to the fore. Being able to access a valuation of your portfolio(s) at the touch of a button, access all…

With a new prime minister in place, we asked Sam Perry, an investment manager at Pictet Asset Management, to share his thoughts on Japan’s fortunes.

Understanding Finance

When Interest Rates (IR) are high (i.e. borrowing is expensive) consumers pay more for their mortgages, loans and credit, so have less disposable income and spend less…inflation goes down.

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.

Senior Investment Manager, Leeds

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.

Equity prospects

01.

Tesco needs little introduction - it’s one of the UK’s top retailers in groceries and merchandise and has a market capitalisation of £20bn.

02.

MarketAxess is where most corporate bonds get traded, particularly American ones and in the smaller deal size (below $5 million).

03.

The London Stock Exchange Group, an exchange where shares and bonds are traded, also incorporates a range of clearing and settlement business as well as price information and index sales.

04.

Segro is a real estate investment trust (REIT) that specialises in owning and developing warehouses, data centres and logistics sites in the UK, focussing on ‘edge-of-town’ spaces.

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