Monthly markets review – March 2025
In March 2025, global financial markets faced significant volatility, primarily due to escalating trade tensions and anticipated tariff implementations by the United States.
The advantages of investing for income during retirement
Income-focused investing can shield savers from market risks in retirement, while generating a consistent cash flow to live off.
Is your bank helping or hindering your savings and investments?
UK customers can stay loyal to their main bank for many years – if not decades. But banks aren’t always putting you and your hard-earned money first.
Trump’s tariff threats also hurt his own country
European equities have performed much better than US equities since the beginning of the year. At the same time, US Treasury yields have fallen. It is quite possible that the US will also harm its own economy with its tariff policy.
Monthly markets review – February 2025
US stocks fell in February, while European shares outperformed. Bond yields fell (meaning prices rose) amid signs of rising risks to growth.
Minimise your tax liabilities by applying these simple end-of-tax-year tips
Many savers are facing a heavier tax load, in light of recent tax changes. This makes it more important than ever to make full use of existing tax shelters, such as pensions and ISAs, before the 5 April.
Monthly markets review – January 2025
It was a strong start to 2025 for investors, with both equities and bonds broadly delivering positive returns.
Is now a good time to invest in UK government bonds?
Many UK government bonds, or gilts, are currently trading below their nominal value. High earners can benefit from attractive after-tax yields, thanks to tax-free capital gains.
Tax year end tips!
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to discuss what you should be aware of with the end of the tax year approaching. Please be aware that anything discussed on this podcast should not be regarded as financial advice and when investing your capital is at risk
Market update – 2024 in review
2024 was a good year for multi-asset portfolios, with markets demonstrating resilience amid a dynamic and volatile environment. Risk assets saw robust returns.
