Featuring: Market recap Summer rotation Why is risk back in favour? Growth to Value switch Market recap Our last update in August reported that financial markets had posted strong and consistent year-to-date gains. All major global stock market indices had delivered double-digit returns in ‘one-way traffic’ fashion. Gains were not just confined to shares – […]
Featuring: Rising Markets in 2019 But is it all plain sailing? In the UK KMD Portfolio Stance Rising Markets in 2019 Financial markets have generated solid positive returns during 2019 so far. This marks a welcome rebound from the weak final quarter of 2018, in which global stocks lost roughly one-fifth of their value, peak-to-trough. […]
Featuring: Momentum continues Tech Supremacy Watching Number 10 Are we there yet? Momentum Continues The New Year brought with it a fresh wave of optimism. Our last Update indicated that stocks rose early on this year, resulting in the best January for 30 years. That momentum has continued beyond Q1, with US markets now back […]
As the end of the 2018/19 tax year approaches, we look at some areas that you may wish to review: ISAs (Individual Savings Account) Pensions, VCTs (Venture Capital Trust) & EISs (Enterprise Investment Scheme) CGT (Capital Gains Tax) IHT (Inheritance Tax). Also please see wealth management
Featuring: Hitting ‘the wall’- key market overview, Conviction in ‘Value’ Stocks, Good things come to those who wait, With volatility comes opportunity.
Should you be weary of hearing about the ‘B’ word and its ramifications, you may, of course, wish to fast forward through the first part of the update and focus on our general investment stance which you will find at the end. As widely anticipated, Tuesday’s vote on Prime Minister Theresa May’s withdrawal agreement was […]