December wealth update: Little Christmas cheer for global equities

December proved a difficult month for global equities with many of them suffering large falls, which meant that 2018 saw falls for nearly all the leading global equity markets.   December 2018 Full Year 2018 FTSE 100 (UK) -3.6% -12.5% Dow Jones 30 (US) -8.7% -5.6% S&P 500 (US) -9.2% -6.2% DAX (Germany) -6.2% -18.3% [...]

January 4th, 2019|Uncategorized|

October wealth update: A tough month for investors

October proved a difficult month for investors.  The trade tensions between the US and China, on-going Brexit negotiations and the EU’s rejection of Italy’s draft budget all seemed to weigh heavily on global equity markets. The FTSE 100 ended October at 7,128.10, which was 5.1% lower than the September closing figure of 7,510.20. Similarly, in the US, [...]

November 5th, 2018|Uncategorized|

Loyalty doesn’t always pay, especially with your finances

 It is always good to be loyal to your friends and family, but when it comes to your finances, loyalty doesn’t always pay. The Citizens Advice Bureau has found UK consumers lose a total of £4.1bn per year or £877 per person on average through inertia by not transferring from their energy, savings, mobile, mortgage or [...]

October 8th, 2018|Uncategorized, Finance|

July wealth update

With the UK parliament’s summer recess now two weeks old, the resignations of Boris Johnson and David Davis following the reported cabinet “agreement” on the UK's future relationship with the EU after Brexit as well as Donald Trump’s visit to the UK feel like older news than they actually are. The FTSE 100 ended July [...]

August 1st, 2018|Uncategorized|

June market update: There was plenty of news beyond the World Cup

With the World Cup in full swing and one or two shocks in the knockout stages already, you could be excused for thinking that it was all about football in June. However, this was not the case.  We had the 44th G7 summit, which was held in La Malbaie, Quebec, Canada and Donald Trump continued [...]

July 12th, 2018|Uncategorized|

April wealth update: Trade wars and interest rate fears

Following the Easter weekend, global stockmarkets rallied in April as fears of a trade war between the United States and China reduced on the back of a Trump 'friends' tweet.  However, the biggest gains were made closer to home following Mark Carney’s surprising announcement that the expected interest rate rise in May was now less [...]

May 17th, 2018|Uncategorized|