True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
(Return to all News and Updates)
“At all times, in all markets, in all parts of the world, the tiniest change in US interest rates changes the value of every financial asset.” Warren Buffett. American Business Magnate, renowned investor and philanthropist. Economic update – assessing global growth Despite worries about activity in the US and Europe, the global economy has […]
Tags: growth, inflation, interest rates
Category:
Investment management
“Headlines, in a way, are what mislead you. Because bad news is always a headline and gradual improvement is not.” Bill Gates; American Business magnate, philanthropist, investor and co-founder of Microsoft. Economic update – the inflation conundrum Economic booms tend not to end well. Strong growth generates inflation, which in turn causes central banks to raise […]
Tags: growth, inflation, interest rates
Category:
Investment management
Clarion Chartered Financial Planner Jacob Hartley explains the surprising appeal of gilts in the current economic environment: Inflation and rising interest rates have become prevalent topics in today’s news. The dramatic increase in interest rates to try to dampen down on runaway inflation since the start of 2022 has caused UK government bonds, known as […]
Tags: gilts, high interest rates, inflation
Category:
Investment management
“The world is full of foolish gamblers, and they will not do as well as the patient investor”. Charlie Munger of Berkshire Hathaway in the 2022 Annual Report to Investors. Economic Update Reasons to be cheerful Part 1… the UK consumer In the last 18 months, UK consumers have faced the worst energy crisis in […]
Tags: China, consumer, inflation, invest, UK
Category:
Investment management
“You need to keep learning if you want to become a great investor. When the world changes, you must change.” Charlie Munger of Berkshire Hathaway in the 2022 Annual Report to Investors. Economic Update Fear is engendered not so much by the danger in plain sight but by what we cannot see or understand. The […]
Tags: bank failure, banks, inflation
Category:
Investment management
“Prediction is very difficult, especially if it’s about the future!” Niels Bohr,1885-1962, Danish physicist, Nobel Laureate in Physics and Father of the atomic model and quantum theory. Forecasts, predictions and crystal balls January is often a month of dismal days and long dark nights, but it can also be the time for new beginnings, new […]
Tags: China, inflation, Japan, stock markets, US
Category:
Investment management
“Today’s headlines and history’s judgment are rarely the same.”- Condoleezza Rice. American diplomat and political scientist and current director of the Hoover Institution at Stanford University. Economic Update Financial pundits are intent on ignoring the micro, but very important, detail of corporate activity and company results, some of which have been surprisingly good recently. Media […]
Tags: inflation, interest rates, pivot, recession
Category:
Investment management
“In the midst of difficulty lies opportunity.” Albert Einstein (1879-1955). Theoretical physicist. Economic Update Two of the most googled words in recent months have been ‘recession’ and ‘pivot’. Recession for obvious reasons; pivot less so but both are interlinked. Economists tend to think in small incremental steps, missing big turns in the story, which helps […]
Tags: inflation, interest rates, pivot, recession
Category:
Investment management
“We cannot solve our problems with the same thinking we used when we created them.” Albert Einstein 1879-1955. World Renowned Theoretical Physicist. Economic snapshot China’s party congress has confirmed a third five-year term for President Xi Jinping, making him the country’s most powerful leader since Mao Zedong. The war in Ukraine has reached an even […]
Tags: bear market, inflation, mini Budget
Category:
Investment management