As we have said in previous commentaries, the period of strongly rising assets, powered by Central Bank Quantitative Easing, has generally passed but it appears the change to more normal conditions will be much more gradual than anticipated a few months ago, reducing the concerns in the gilt and bond markets and supporting economic growth in most leading economies.
Jeffrey Deans says that although its unique back-office reporting system is central to the service it provides, Save & Invest is still a face-to-face business at its core.
Any client of Save & Invest Financial Planning would rightly expect the firm to know a thing or two about managing their money. After all, the clue is in the name.
We are pleased to report our client dashboard is now fully functional once again.
Thank you for your patience while we suffered technical issues that were outwith our control.
Meeting the people who manage our clients' money is very important to Save and Invest, and in the last few weeks we have been visited by Schroders, M&G, JP Morgan, Investec and Jupiter Merlin.
Bond and Stock markets worldwide are reappraising why they have risen so much in recent years.
Financial markets are in a state of flux. Trump trade wars, interest rate rises, a plethora of politics and Brexit are creating more uncertainty than usual despite global growth being a very positive story.
Global stock market turbulence has dominated the news headlines and is a reminder that investment returns are not normally achieved in a steady upward trend.
With the introduction of the new Annual Allowance tapering rules in 2016/17, higher earners and their advisers may not fully appreciate the impact the new “adjusted income” rules may have in relation to ongoing, or planned, pension contributions.
Alasdair Mundy the Investec Cautious Managed fund manager was in our Glasgow offices on 6th September to provide with us with his update on the fund, including his views looking forward.
First state Investment Managers provide their Market Update and Outlook for markets and in particular the First State Global Listed Infrastructure Fund
We recently met with our representative, Sam Murphy from Schroders Investment fund managers regarding the performance of their range of Diversity funds. Sam answered some questions we posed to him.
