News

March 2019 market update

— Mar 25, 2019
MARCH 2019 MARKET UPDATE We have made a change to our asset allocation by buying further Emerging Markets equities, funding this through a disposal...

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A KIND OF SOLUTION

— Feb 26, 2019
The “B” word (and we don’t mean “Barbarian”) We have resisted the urge to discuss Brexit with a passion since the referendum for two...

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February 2019 Market Update

— Feb 25, 2019
FEBRUARY 2019 MARKET UPDATE Last month we described how difficult the final quarter of 2018 was for investors. In fact for the U.S. equity market...

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January 2019 Market Update

— Jan 29, 2019
JANUARY 2019 MARKET UPDATE The speed and ferocity of the final quarter of 2018 has been labelled one of the most violent and brutal on record for...

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December 2018 Market Update

— Dec 21, 2018
DECEMBER 2018 MARKET UPDATE Major equity markets have moved back into correction territory, with the U.S. taking the brunt of falls as the trade...

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November 2018 Market Update

— Nov 15, 2018
NOVEMBER 2018 MARKET UPDATE Global investment markets continue to be volatile during the past month. However, investors who find this unsettling must...

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October 2018 Market Update

— Oct 26, 2018
OCTOBER 2018 MARKET UPDATE Global equity markets have fallen sharply as at the time of writing (14th October). This has been led by a decline in...

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Susannah M Gray: Investment advisor...

— Oct 11, 2018
SUSANNAH M GRAY: INVESTMENT ADVISOR OF THE YEAR 2018 Huge congratulations to Susie M Gray on winning the Investment advisor of the year award at...

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September 2018 Market Update

— Sep 26, 2018
SEPTEMBER 2018 MARKET UPDATE The FTSE 100 has fallen from 7777 on the 8th August to 7350 at the time of writing on 20th September, a fall of (5.5%). ...

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August 2018 Market Update

— Aug 23, 2018
AUGUST 2018 MARKET UPDATE Facebook hit the headlines during July when its shares tumbled by over 20% on news of slowing growth in new users during...

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