Our quarterly newsletters offer insights across a range of personal finance topics, as well as up-to-date commentary from our investment management team.
Previous newsletters are listed below and you can use the sign up link to receive our newsletters directly into your inbox each quarter.
This quarter we’ve included a wide range of topics to set the scene for the months to come, taking a broad approach to the issues that impact you and your clients. We examine changes to the holdings in your clients’ portfolios, focus on the bigger picture in markets around the world and look at issues that may impact your clients’ pensions and IHT planning.
Our final newsletter for 2024 closely follows the UK Budget and result of the US Presidential Election - both highly significant events. We recommend listening to our Chief Investment Officer, James Calder, sharing his thoughts on what these mean for markets in his short video which is included as part of this newsletter.
As the sun eventually emerged last week to herald the start of spring, weather-wise, there is definitely a sense of change in the air as we enter a fresh season. We have weathered a lot of challenges in recent memory, but we’ve worked hard to look after your clients’ money and there is hopefully good news on the horizon for those invested. With lots in play this year, we’re certainly primed to continue to help your clients achieve their financial goals.
We send the first newsletter of 2024 with a feeling of positivity about the opportunities for the year ahead, confident that we are well-positioned to tackle the challenges that the next twelve months may bring. Whether that involves the economic impact of voting at elections on the global stage, or the potential changes to policy in light of a General Election at home, we stand ready to assist you; and invest accordingly on your clients’ behalf.
For our first newsletter, we have a focus on the new academic year. As many of your clients might have children or grandchildren having recently started at university, this is an important yet sometimes daunting milestone. We've therefore prepared a couple of articles to help you support families with any new university students as they navigate student loans and budgeting in the current cost of living crisis.