We look at Digital 9 Infrastructure, a recent addition to our buy list that provides good risk-adjusted returns for clients.

Our Autumn Budget 2021 summary gives you the highlights from Chancellor Sunak’s budget announcements.

In this case study, our Head of Research James Calder looks at helping a client meet their objectives for both his own ISA and his daughter’s SIPP.

Our Business Development Team look into shrinkflation - a form of hidden inflation.

For most of our clients, inflation forms the core of their targeted return and remains an important consideration when we make investment decisions on your behalf.

Our Business Development Team look into how CPI is calculated and why it is relevant for investors.

Increased regulatory scrutiny in China has been a talking point for some time, and we expect that it will persist for some time longer.

An advantage of being a UK-based investor is that our own market is vibrant and we see some interesting ideas.

Our latest market update looks at the recent sell-off for Global Government bonds, and whether the pick up in economic activity means inflation is an increasing concern.

This Q&A on vulnerable clients was featured in Money Marketing in May 2021, giving insights to advisers on how to treat vulnerable clients fairly and consistently.

Following the publication of over 30 documents on ‘tax day’, we identify some of the key areas likely to have a direct impact on your tax planning in the months and years ahead.

Despite the many rumours beforehand, the Chancellor still managed to produce some surprises on Budget Day. Our useful summary sets out all the key announcements made.

Commentary from our investment management team, sharing their thoughts on the three major geopolitical events that continue to dominate headlines: CV19, Brexit and the US presidential elections.

This summer was a busy period for the research team. Amongst our collective conclusions was that the return potential for absolute return strategies had substantially reduced.

Our approach at City Asset Management is one of real return investing, where we focus on client outcomes. This means traditional private client indices have limited relevancy to us, except for our growth mandate, which is managed on a relative return basis.

The State Pension while seemingly small is a valuable part of your ongoing financial planning. The current full new state pension payment amount is £175.20 per week (£9,141.69 pa or £761.81 pm in 2020/21) and people retiring now will have a state pension age of around 66.

Being active multi asset investors, we are fortunate to have the ability to rotate in and out of different asset classes. Having inflation plus benchmarks means, historically, our targets have always risen in value.

The outbreak of COVID 19 and the subsequent policy response has resulted in an increasing number of clients asking us if this will impact inflation. We do not claim to have all the answers but, as real return investors, the inflation environment is crucial for us to consider.

The market reaction to the Covid-19 pandemic has many implications. Investment returns on capital dominate the headlines, but income is not only an important part of total return (capital plus income), for many, it provides most of the cash flow required to pay for their daily expenses.