We've decided to start a blog. We thought it would be an excellent forum to share ideas, client stories, and other musings about financial services, retirement planning and advice for individual clients, businesses and professional partners.
Jun 2017
Posted by Chris Hart

One week after the UK Election: Scenarios for sterling and Brexit

Theresa May has pushed forward with EU negotiations despite it being widely expected that she will not last a full term in office The pound could fall even lower in the short-term, but we think that the downside is contained A ‘softer’ Brexit may be positive for sterling In the event that Britain leaves the […]

May 2017
Posted by Chris Hart

Macron wins French Presidential election

May 8, 2017 | By Wouter Sturkenboom Macron wins French Presidential election In line with the polls, Emmanuel Macron cruised to an easy victory in the second round of the French presidential election, taking 66% of the vote. Macron’s party, En Marche! is also doing well in the polls for the June parliamentary elections1. Which […]

Apr 2017
Posted by Chris Hart

French presidential election: Macron and Le Pen run-off May 7

Although the race between the top four candidates tightened near the end, Emmanuel Macron and Marine Le Pen made it to the second round. The markets seem to consider this good news, likely because it views Macron’s policies as fiscally more conservative than Le Pen’s. In our view, the subsequent market rally – namely in […]

Apr 2017
Posted by Chris Hart

Brexit: May’s snap election

April 20, 2017 | By Nick French Brexit: May’s snap election Theresa May’s surprise snap election marginally increases the odds of a soft Brexit and makes a Scottish independence referendum less likely. Sterling is now at the top of our 1.20 – 1.28 trading range and there is not much more upside. Read full article […]

Apr 2017
Posted by Chris Hart

Multi-Asset Q&A

On the back of U.S. elections and the subsequent market reaction, Andrew Pease and David Vickers have articulated their stance on some key issues including: The impact of Trump on our outlook Are the likes of rising bond returns behind… Click link to read: multi-asset-qa April 13, 2017  |  By Andrew Pease

Apr 2017
Posted by Chris Hart

Making money from Trump

Making money from Trump When was the last time a client didn’t ask you what effect Donald Trump might have on markets? In all likelihood, it was some time ago, which means it is probably best to have an answer… making-money-from-trump April 6, 2017 | By Phil Davis

Mar 2017
Posted by Chris Hart

Global markets forecast: Is the rally based on fake news?

Our team of strategists continually assesses economic data and quantitative modelling when researching what we expect for global markets in the coming quarter and beyond. Let me recap our topline insights from the latest Global Market Outlook – Q2 Update:… Read post: global-markets-forecast-rally-based-fake-news   March 30, 2017 | By Andrew Pease

Mar 2017
Posted by Chris Hart

Taking the emotion out of risk

Taking the emotion out of risk MARCH 23, 2017 | By Phil Davis Eight years ago, the S&P 500 hauled itself off the bottom of the ocean and started to float upwards. Investors brave enough to peer into the murky depths of post-crisis seas and buy into the index in March 2009 have seen close […]

Feb 2016
Posted by Chris Hart

Market Update Feb 2016

Feeling rattled by the markets? Consider yourself normal! The markets so far this year have left many feeling rattled. In this guest blog Tim Noonan provide some insights to help calm worried clients. The main thing to remember is that everyone feels rattled by the markets so far this year – so consider yourself normal! […]

Jun 2015
Posted by Chris Hart

Market Update – Mat 2015

Market Outlook 31 May 2015 Strategist’s market review and outlook: Equities experienced a strong start to the month aided by strong US labour data and the market-favourable UK election result. Stock markets continued to perform well on the back of further accommodative monetary policy in China. In Europe, investors initially appeared to shrug off Greece’s […]

    December 2017
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