Summer Surprises

For most investors focused on the U.K., Europe and/or the United States, July was far from an unattractive month in all but a minority of equity sectors. This pleasingly allowed a further building of year-to-date returns. Meanwhile bond market yields generally tightened further. Although fixed income markets remain on average dull performers in 2021, performance has improved in recent months.

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Investing Is Not a Trivial Pursuit®

Americans, bored in their COVID-induced ‘bubbles,’ turned to board games for fun last year, boosting sales 300%. They rolled the dice, drew the cards, and buffed the skills of cooperation, problem solving, emotional intelligence, and reflective logic — the same competencies critical to successful investment strategies. So, we couldn’t help looking back nostalgically to our favourite games — and probably yours — as we look forward to crafting a sustainable investment game plan.

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Is £400,000 enough to retire?

Cash flow planning is a powerful tool that can be used to map various scenarios against a client’s objectives.  Andy Butcher spoke to the Telegraph about a reader’s position as he approached retirement.  Using our cash flow software, Andy had some good news for the reader!

The full article can be accessed here.

If you would like to discuss your financial position with us, please do not hesitate to contact us.

Please note that you are required to register with the Telegraph for free in order to read the full article.  We are not affiliated with The Telegraph and the views and information expressed on their website are their own.

 

Stay Optimistic

The fifth month of 2021 will not go down as an important month for global investors. Most equity and bond market investors made some positive – but relatively modest – gains during May. And whilst COVID-19 vaccination progress across many countries has been notable over recent weeks, the general economic outlook across the U.K., United States and Europe has recently improved. Certainly underlying confidence for the rest of this year and into 2022 has improved over recent weeks.

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One year on…

March 2020 saw financial markets plunge around the world as the global economy began to shut down due to the coronavirus pandemic.  Markets fell quickly, and clients were understandably concerned.  A year on, Andy Butcher spoke to Professional Adviser about how focusing on long-term goals rather than short term losses helped clients avoid the costly mistake of panic selling when things looked bad.

Andy’s comments and The Professional Advisers Adviser Guide in full can be found here.

Now It’s May, Do You Go Away?

April was another interesting month, with gains across almost all global stock markets led by the United States, but closely followed by the U.K. and Europe. Whilst the former two were significantly aided by continued COVID-19 vaccine progress and associated national reopening, Europe has started to make some progress too.

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Inflation The Dog That Barked In The Dark

Sixty years ago, Marshall Nirenberg and Henrich Matthaei began the process of cracking the genetic code. Thanks to their persistence and resilience, today’s scientists developed effective mRNA-based vaccines in record time – saving millions of lives from COVID-19. With the darkest days of the pandemic behind us, investors can also appreciate the resilience of the economy and financial markets and the hopeful prospect of brighter days ahead.

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Money Makeover: ‘How do I invest my child’s £60,000 inheritance?’

Andy Butcher spoke with Harry Brennon of the Telegraph to discuss how a reader could invest their child’s inheritance.

The full article can be accessed here.

If you would like to discuss your financial position with us, please do not hesitate to contact us.

Please note that you are required to register with the Telegraph in order to read the full article.  We are not affiliated with The Telegraph and the views and information expressed on their website are their own.

Budget Newsletter

It is less than a year since Rishi Sunak presented his first Budget, after having been in the role of Chancellor for less than a month. His despatch box première featured an allocation of £12bn towards mitigating the impact of the Covid-19. Ironically, on the same day as Mr Sunak revealed that boost to spending, the World Health Organisation declared the outbreak a pandemic. Total expenditure in the U.K. on dealing with the pandemic is now estimated to be around £300bn.

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