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February 2020 Investment & Economic Update
In our latest monthly investment update for February 2020, we take a look at how the global investment markets, economy […]
Julia Docker
Feb 3, 20203 min read
Did this spark the next global recession?
Waking up this morning to see World War Three trending on Twitter wasn’t the most pleasant start to 2020. It […]
Julia Docker
Jan 3, 20202 min read
January 2020 Investment & Economic Update
In our January 2020 investment and economic update, we take a look at how the global investment markets, economy and […]
Julia Docker
Jan 2, 20203 min read
December 2019 Investment & Economic Update
In our latest monthly investment update for December 2019, we take a look at how the global investment markets, economy […]
Julia Docker
Dec 2, 20194 min read
How Green is Your Defined Benefit Pension?
It has become increasingly difficult to join a defined benefit pension scheme, with just a handful existing outside of the […]
Julia Docker
Nov 5, 20193 min read
Latest update from our investment committee
As Financial Planners, we construct and manage investment portfolios which are designed to deliver on the long-term financial objectives of […]
Julia Docker
Nov 2, 20193 min read
November 2019 Investment & Economic Update
In our latest monthly investment update for November 2019, we take a look at how the global investment markets, economy […]
Julia Docker
Nov 1, 20194 min read
Why we’ve stopped talking about investment funds in the press
“May you live in interesting times” is an English expression purported to be a translation of a traditional Chinese curse. […]
Julia Docker
Oct 22, 20192 min read
October 2019 Investment & Economic Update
In our latest monthly investment update for October 2019, we take a look at how the global investment markets, economy […]
Julia Docker
Oct 2, 20194 min read
September 2019 Investment & Economic Update
In our latest monthly investment update for September 2019, we take a look at how the global investment markets, economy […]
Julia Docker
Sep 2, 20195 min read
Minimising liquidity risk in our client portfolios
The problems with the Woodford funds have been well documented. We are delighted that these suspended funds never formed part […]
Julia Docker
Aug 29, 20193 min read
What does the end of share certificates mean for you?
“Dematerialisation” sounds, to me, like something that could happen only in Star Trek, but it will be coming to the […]
Julia Docker
Aug 21, 20192 min read
August 2019 Investment & Economic Update
In our latest monthly investment update for August 2019, we take a look at how the global investment markets, economy […]
Julia Docker
Aug 1, 20194 min read
July 2019 Investment & Economic Update
In our latest monthly investment update for July 2019, we take a look at how the global investment markets, economy […]
Julia Docker
Jul 1, 20195 min read
How to avoid the next Woodford
History doesn’t repeat itself, but it often rhymes. Mark Twain is often credited with this pearl of wisdom, but he […]
Julia Docker
Jun 26, 20193 min read
Lessons from Woodford’s fallen star
It’s been a busy week in the world of investing, following the suspension of Neil Woodford’s flagship £3.7bn Equity Income […]
Julia Docker
Jun 7, 20197 min read
June 2019 Investment & Economic Update
In our latest monthly investment update for June 2019, we look at how the investment markets, the global economy and […]
Julia Docker
Jun 3, 20195 min read
What’s behind this price inflation rise?
Price inflation is on the rise, with the latest figures showing the official measure now exceeding the Bank of England […]
Julia Docker
May 23, 20194 min read
Are you risk literate? And what about your Financial Planner?
Everybody understands the importance of literacy, but risk literacy is a concept that is becoming important in Financial Planning. Risk […]
Julia Docker
May 20, 20193 min read
Modern Monetary Theory, and why it matters
In the last few years, I’ve heard the term “Modern Monetary Theory” more frequently. It’s an economic theory that has […]
Julia Docker
May 8, 20194 min read
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