Investment management insights

Filter by topic...
Asset allocation updates Consolidating your wealth Guides In the press Investment insights Investment management insights Media Media Coverage Monthly market updates News Passing on your wealth Pensions and retirement planning Press Releases Protecting you and your assets Quarterly investment updates Reducing your tax burden Reports Significant life events SPP The financial planning blog Uncategorised Wealth Index Wealth Index PDF

Q1 2024 Investment Update…

Elections, politics, financial markets, and investment portfolios

Reflections of the CIO…

Reflections of the CIO…

Asset allocation update

Emerging markets outlook

Reflections of the CIO…

Q4 2023 Investment Update…

Reflections of the CIO…

Asset allocation update

Reflections of the CIO…

The short term mistakes of a long term investor

Reflections of the CIO…

Asset allocation update

Q3 2023 Investment Update…

Reflections of the CIO…

Reflections of the CIO…

Asset allocation update

Cash savings vs investing

Reflections of the CIO…

Q2 2023 Investment Update…

Reflections of the CIO…

Asset allocation update

Reflections of the CIO…

Decarbonisation

Reflections of the CIO…

Asset allocation update

Q1 2023 Investment Update…

Reflections of the CIO…

Rate rises and bank failures

2022: Investment Review

Reflections of the CIO

Asset allocation update

Reflections of the CIO

Q4 2022 Investment Update…

Total return or dividend yield?

Reflections of the CIO

Asset allocation update

Reflections of the CIO

Digital assets – fool’s gold or digital gold?

Reflections of the CIO

Asset allocation update

Q3 2022 Investment Update…

Losses in bond markets… an opportunity?

Reflections of the CIO

Market commentary

Reflections of the CIO

How to recession proof a portfolio

Asset allocation update

Reflections of the CIO

Alternatives

2022: the story so far

Q2 2022 Investment Update…

Reflections of the CIO…

Asset allocation update

active-vs-passive-investing-thumbnail

Active vs passive investment strategies

Reflections of the CIO…

Fears of pushing too hard on the brake pedal…

Market update thumbnail

Q1 investment update: The most significant quarter in living memory?

Asset allocation update

The Ukraine invasion market update thumbnail

February market Update

January 2022 market update thumbnail

January market update

Inflation and hyperinflation thumbnail

High Inflation and hyperinflation

Q4 2021 market update thumbnail with branded illustration

Q4 Investment update

November-2021-market-update

November market update

Private Equity can be a winner but invest with your eyes open and your brain engaged

October 2021 market update thumbnail

October market update

August market update

Maintaining discipline: what is the optimum strategy for long term investment?

July-2021-market-update-shrugging-off-worries

July market update…

Home-bias-thumbnail

Home Bias and Global Diversification

Saltus Q2 2021 investment update

May-market-update-the-piecing-together-of-insights

May market update

April-2021-market-update-restrictions-easing

April market update

Q1-2021-investment-update

Q1 2021 investment update

Large sums of cash

Large sums of cash?

February-market-update-a-rebalancing-of-market-leadership

February market update

January-market-update-2021-vaccine-inspired

Market update January

Q4-2020-investment-update

Q4 2020 investment update

November-2020-market-update-fresh-hopes

Market update November 2020

October-2020-market-update-wait-and-see-mode

Market update October 2020

Q3-2020-investment-update

Q3 Investment Update

August-market-update-a-pivotal-change

August market update

July-2020-market-update-gold-shines-brightly

July market update

July-2020-investment-update

Market update video with Mike and Jordan

May-2020-market-update-another-rebound-month

May market update

April-market-update-our-journey-to-a-new-normal

April market update

April-market-update-2020--absorbing-an-enormous-shock

April market update

March-market-update-2020--Bazooka-and-kitchen-sink-policies

Market update – Bazooka and kitchen sink policies bring welcome relief…

march-market-update-2020-another-extraordinary-week

March market update – Another extraordinary week…

Get in touch