Journal

Wealth Management Matters

A Week of Data Surprises and Central Bank Caution Sparks Market Volatility

This past week has been nothing short of eventful, with a flurry of economic data releases and central banks around the world making pivotal announcements...

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Navigating the Economic Maze

Last week, Europe saw high inflation data making headlines in countries like Spain, France, and Italy. ...

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Contrasting Economic Landscapes - Europe's Contraction vs. America's Resilience

Data releases for the month of August have brought stark contrasts between economic performances across different regions...

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A Delicate Balance Amidst Economic Signals

As we wrap up another week in the financial markets, it's apparent that equities have maintained a relatively flat trajectory, punctuated by some notable daily fluctuations...

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Navigating Shifting Economic Prognosis and Global Implications

In the world of global markets, the tides of economic performance are showing signs of change...

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A Week of Contrasting Forces and Potential Investment Opportunities

The US employment data release indicated a strong jobs market, providing further reassurance to investors about the health of the US economy...

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Inflation Surprises in Europe and Japan

Two weeks ago, the US inflation numbers provided some relief as they came in better than expected. However, last week, it was Europe and Japan that sprung surprises...

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Changes in Yields Impact Equities, Economic Data Mixed

Last week was truly eventful, with significant changes in the global financial markets. Fixed income markets experienced a notable shift as yields crossed the 4% threshold in the long end....

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Global Markets Respond to Strong US Economic Data and Persistent Inflation in Europe

The economic data released in the US last week indicated a strong and robust economy...

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Hawkish Tone from Chairman Powell and Bank of England's Surprise Rate Hike Drive Market Sentiment

The focus of the financial markets this week revolved around the hawkish sentiment expressed by Chairman Powell during his annual state of the economy address to Congress...

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Equity Markets Rally as ECB Raises Rates and Fed Pauses

Last week was dominated by decisions from two of the biggest central banks: the US Federal Reserve (Fed), and the European Central Bank (ECB)...

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Market Performance Signals Optimism Despite Rate Hikes

TLast week, the financial markets witnessed rate hikes by both the Reserve Bank of Australia (RBA) and the Bank of Canada (BOC)....

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Mixed Signals in Equity Markets, Consumer Stocks, and Employment Trends

The theme continues in having equity markets looking at economic prospects and the glass half full as opposed to anything that could derail the progress....

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Inflation in US and Europe Higher than Expected

Last week was a busy one which saw plenty of releases. On the economic front, inflation in the UK was higher than expected, at +8.7%....

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Emotion vs Logic in Investing

Investing is quite simple: buy low and sell high. So why don’t all investors benefit from the simple philosophy that governs the process of the most successful investors globally?...

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Japan Shines Bright While US Markets are Reminiscent of the Dotcom Era

The brightest ray of sunshine in global markets came from Japan. Q1 GDP growth was seen to be much stronger than expected, at +1.6% annualised.....

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BoE Raises Rates While US & European Markets Remain Flat

The most significant news pertaining to economic data releases was that of the Bank of England raising the reference interest rate....

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Interest Rate Hikes Overshadowed by JPMorgan Takeover

Both the US Federal Reserve (the Fed) and the European central bank (ECB) raised interest rates last week ....

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Tech Earnings Dominate to Provide Upward Push

It was the big tech earnings that dominated the releases last week....

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Strong Performance Despite the Lows

Last week was relatively uneventful in terms of major data releases; other than the UK, where inflation remained above 10% and retail sales remained weak....

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Short but Promising Week

Last week was a short one, since Easter Monday was a holiday in many countries....

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Europe Exhibits Renewed Optimism

Last week saw the release of soft manufacturing numbers out of the US....

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A Positive Sign for Investors

Last week saw a strong performance for equity markets, with the US markets up 3% and....

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The Battle Against Inflation Continues

Last week was a dramatic continuation of the previous one....

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Events in the US Dominated the Week

Last week started on Sunday, really. The US Government took control of Silvergate and Signature banks...

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Momentum From Previous Week Continues

The past week saw equity markets rally significantly in the US...

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Economic and Financial Data Released This Week

This week was marked by heavy economic and financial releases...

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Making Inheritance Gifts from Surplus Income

Inheritance Tax (IHT) applies to...

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More Britons Insure Their Homes Than Their Lives

Studies show that people in the UK generally place more emphasis on...

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Six Things to Consider as You Approach Retirement

We spend our working lives building towards retirement...

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How has COVID-19 affected retirement plans?

Attitudes and aspirations of this year’s retirees...

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Intergenerational financial planning

COVID-19 increases desire for sustainable investing for half of UK adults...

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Gender pension gap

British women impacted at every stage of career...

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Wealth preservation

Minimising the impact of Inheritance Tax on your estate...

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Build your own financial plan

Vision without action is merely a dream...

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Time for pensions to contribute towards building a better world

New landmark report from the United Nations on the state of climate science...

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Top pension tips if you’re about to retire

Understanding your options and putting a plan in place...

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Preparing for the unexpected

Protection should be a core part of your financial plan...

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Making inheritance gifts from surplus income

Are you making use of this useful and much under-utilised exemption?...

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Combined finances

Planning ahead for your financial future together...

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Passing on pension benefits

Providing for your loved ones after your death...

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Pension options

Planning your financial future, and how to get there...

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Reduce your InheritanceTax bill

10 ways to protect your estate for your loved ones...

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Responsible investing

Invest today. Change tomorrow...

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Cashing Out

Pension changes brought a whole new range of options to consider...

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Setting Clear Financial Goals

Reaching those milestones starts with setting clear financial goals...

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Staying the course

Time, patience and making informed decisions...

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Inflation Proofing your portfolio

How to prepare your portfolio for inflation...

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Portfolio Diversification 101

Wait for the bad weather to pass and stay the course

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Retiring abroad

Prior preparation is key for a smooth transition into your new life

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Lasting the Distance

The early retirement dream lives on, but at what cost?

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The Future of Work

Tangible benefits older workers bring to the workplace

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Healthy, Wealthy and Advised

Financial complexities of passing on wealth

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Planning for IHT

No longer something that only affects the very wealthy

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Flexi-Pensions

Pension freedoms usher in a new generation

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Winners and Losers

Winners and losers under the new State Pension

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ISAs versions Pensions

Should I invest into a pension or an ISA?

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Saving Adequately for your retirement

Your destiny is now in your own hands

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Unlocked Pension Savings

Critical gap in consumer awareness

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Tracking down a lost pension

Nearly £20 billion unclaimed money and growing

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Taxing Times Ahead

Don’t be penalised by the tax system when you exercise your freedoms

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New Year, new start to your finances

Taking time to understand your financial plans will really pay off

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T‘New Age’ of self-employment

Changes in how people save, invest, and plan for retirement

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Gifting generation

Older family members supporting younger generation through the pandemic

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Breaking up is hard to do

Managing the financial impact of divorce

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Your future self

Over 50s concerned about job security due to COVID-19 pressures

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Living Longer

How much should you try to save to have a comfortable retirement?

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