Category: Investment

  • Why risk shouldn’t be reactive

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    by

    Arthur Beverly
    in ,

    After 10 years of a record bull run, the recent market correction has come as a shock – even to those who have seen significant equity movements in the past. As a result, some have hit the panic button, and looked to de-risk their portfolios.  That said, I’m pleased to say that none of our…

  • Panic equity selling or panic raising of precautionary cash?

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    by

    Arthur Beverly
    in

    Following yesterday’s unprecedented one day declines in global stock markets, there is a recovery under way today. Instead of the past day’s written update note we are today sending you a link to a short video (5 minutes) in which Lothar Mentel, Tatton’s Chief Investment Officer, briefly lays out what caused the severity of this…

  • What advisers are telling clients in latest market turmoil

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    by

    Arthur Beverly
    in ,

    The sharp falls engulfing global equity markets in recent days may have caused concern among investors, leaving advisers to contain the panic. The FTSE 100 was down 7.7% yesterday, but opened 1 per cent higher this morning, while the FTSE 250 was down 18.7 per cent in the last month. The Dow Jones Index of…

  • Using ISAs to fund your retirement

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    Arthur Beverly
    in

    Could ISAs overtake pensions as the UK’s retirement savings vehicle of choice? That’s the question posed by the Financial Times over the weekend.  When they were launched back in 1999, few expected them to become a serious part of retirement portfolios, but times have changed over the last 20 years.  However, according to the article,…

  • General Election Comment

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    Arthur Beverly
    in

    Over the past few weeks, one of the Investment Houses we use, have written that currency markets appear to be anticipating a softer, or perhaps more pragmatic route for Brexit after the General Election. It looks like Mister Market got it right once again. They go on to say that the result of last night…

  • Investing in your child’s future

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    by

    Arthur Beverly
    in ,

    For clients wanting to invest for their children’s future in something more adventurous than a child savings account, there are three main options: a Junior Isa, a Junior pension or a Bare Trust investment account. The purpose of these accounts varies significantly, and there are considerable differences in how they can be accessed, tax treatment,…