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While the trigger and, for that matter, the timing of any sell-off is always difficult to anticipate, it had become clear for some time that this rally had become long in the tooth and was due a…

Given the news of stockmarket falls, we thought it would be helpful to reiterate our views and share them with you.  Stockmarket corrections, where the market falls by 5% or more, are a normal…

Investment Quarterly - January 2018 Please select the above document link to download our latest Investment Commentary

We are pleased to announce that Frazer Wilson (Senior Consultant), has been approved by the Later Life Accreditation panel and is now a member of the Society of Later Life Advisers (SOLLA). Click…

In the US, and more globally, growth has been the standout equity style bias from a performance perspective. Despite numerous false starts value has tried to stage a comeback, only to falter after a…

It is almost axiomatic to say that confining oneself to the UK market means ignoring a huge global investment opportunity set. This is as true for income seekers as for any other market participant…

The rise of e-commerce can arguably be traced back to 1995, when Jeff Bezos boxed up and shipped the first book sold on Amazon.com from his Seattle garage. Since then, almost all major retailers have…

Descartes’ phrase “I think therefore I am” implies that our ability to think and rationalise is the only undeniable proof of existence. By thinking, I think he meant self-awareness. It is enjoyable,…

As we approach 2018, the global economy is maintaining strong momentum. In the US, a robust economy is boosting consumer confidence which rose to a 17-year high in November. This may result in higher…

Investment Commentary - December 2017 Please select the above document link to download our latest Investment Commentary