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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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A first month rarely says everything about a full year

The first month of a new year ended as a disappointment for the average U.K. investor, especially as a contrast to the widespread excitable returns seen in the last two months of 2020. However, the month of January alone rarely gives us every answer and the unique nature of both the U.K. market alone and collectively the entire world has a wide range of potential outcomes.

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Citywire Asset Allocation Roundtable

Asset allocation decisions are more important than ever in the current environment.  A year ago Andy Butcher spoke with Citywire publication, New Model Adviser about how we construct portfolios.  New Model Adviser invited Andy back to their latest asset allocation roundtable before Christmas to discuss the past year, and how things have changed on the asset allocation front as we move into 2021.  The transcript can be accessed below.

Asset Allocation Adviser Roundtable

If you would like to speak to us about your investments, please do not hesitate to contact us here.

2021 Outlook

We wish you a safe, healthy, and prosperous New Year! These words are even more meaningful given the most deadly and economically crippling ‘Black Swan’ event that we have experienced in the last century—COVID-19. After unprecedented fiscal and monetary stimulus, the record-setting development of multiple effective vaccines has elevated optimism that we will experience the ‘thrill of victory’ over this nemesis in the upcoming year.

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