After weeks of lockdown, Boris Johnson and his medical advisers have seen sufficient improvement in infection and mortality rates to begin a gradual easing of restrictions. Before considering what this means for financial markets, we thought we would start with a few words about what...
It is clear that the lockdown is to remain part of our lives for a few more weeks yet and in maybe a lesser form, for a good deal longer than that. Undoubtedly it will be quite some time before we can identify with what...
Welcome to our latest investment update, which we have published a day later than has been our norm, as two trading days were lost to the Easter weekend. Given that share prices appear to be displaying a bit more resilience and stability (more on that...
The title of this newsletter is more than slightly ‘tongue-in-cheek’. Our starting point for any advice is one of diversification. After all, one of the oldest adages in the finance world is that the only investors who do not need to diversify, are those that...
Not my words, but those of Mark Twain and perhaps nowhere is this more of a truism than in the financial world. Whenever there is a major inflection point, researchers and analysts can be found flicking through the history books to see if parallels can...
Welcome to the latest of our weekly bulletins. I was speaking to one of my relatives in Ireland over the weekend and he quipped that the UK authorities were fighting two battles - COVID19 and stupidity. As it turns out, queues forming at seaside fish...
We have written to clients twice in as many weeks, given the heightened volatility within financial markets. In view of the anxiety events of this nature can create, and the positive feedback we have had from our readers, we will be producing this update on...
Welcome to our market and 2020 budget update. In some ways, given the recent turbulence in financial markets, the Budget was not really afforded the type of eager anticipation we might have expected, other than the fact that it was Rishi Sunak’s first, and commentators were...
Anyone tuning into the television or radio news cannot fail to have noticed the fixation with Coronavirus and this is unsurprising given the tragedy in terms of human life. First and foremost, we are very mindful of the humanitarian suffering and ultimately those who have...
Whilst the term ‘landslide’ in election terms is probably open to interpretation, as results go, last night’s was about as close as it gets ! The size of the Conservative majority is the largest for well over 30 years and this should now smooth the...