Keeping you informed

News & Media

15th January 2013 - Investment Comment

Quarterly Investment Comment: Q1 2013

INVESTMENT COMMENT – January 2013   "Within our mandate, the ECB is ready to do whatever it takes to preserve the euro. And believe me, it will be enough."  Mario Draghi, President of the European Central Ban ...

Read more

3rd January 2013 - Investment Comment

Investment Comment Jan 2013

We said in October that earnings yields in most equity markets compare very favourably to bond yields relative to history.  That continues to be the case, despite recent rises in the stockmarket as a result of the positive news f ...

Read more

19th October 2012 - News

RDR A Quick and Simple Guide

You may not have heard about it yet, but the way that financial advisers run their businesses, and how they provide services to you and other consumers, is changing. From 1 January 2013 the Retail Distribution Review (or RDR for ...

Read more

1st October 2012 - Investment Comment

Investment Comment Oct 2012

Prudent risk-taking was rewarded in the recent quarter with most equity markets rising at least 3% (unhedged) despite strength in sterling. Previous laggard stock markets in Europe ex-UK, Pacific ex-Japan and Emerging Markets gained the mo ...

Read more

16th September 2012 - News

Warnings about UCIS

The restriction will affect the promotion of non-mainstream pooled investments, but will not affect investment trusts or mainstream structured products (i.e. those linked to the performance of shares or bonds on a regulated market). At the ...

Read more

quote-lefta wise man will hear and increase in learningquote-right