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In the middle of March, Russia was due to make an interest payment of $117m (£89m) on two bonds denominated in dollars. There was some dispute over the payment: Russia said it had made the payment, the investors holding the bonds said they hadn’t received the money. The papers generally reported that if Russia didn’t […]
If you’re creating a financial plan, with a view to achieving certain ambitions in life, you need to include details. For instance, if you want to travel more in later life, you can’t simply say you’ll put money aside for holidays. Or if you want to retire early, simply putting money into a pension isn’t […]
Introduction April was not a good month for world stock markets. We report on a dozen major markets in the Bulletin: they were all down in the month, with the honourable exception of the UK’s FTSE-100 index, which managed a gain of just 29 points. Why was it such a poor month? The war in […]
It is now a well-documented fact that the pandemic was good for billionaires. According to Oxfam’s annual report on global inequality – always released to coincide with the World Economic Forum in Davos – the pandemic saw a new billionaire created every day. The world’s ten richest men more than doubled their collective wealth between […]
Introduction On Monday March 23rd 2020, the UK went into its first lockdown, following the outbreak and rapid spread of coronavirus. At this point, Rishi Sunak had been Chancellor of the Exchequer for little more than a month, having replaced Sajid Javid on February 13th. He delivered his first Budget a month later, presenting what […]
Introduction Once again, the market commentary for our clients is dominated by events in Ukraine. As in March, we have included a special section on Ukraine and – as before – we must stress that ‘at the time of writing’ very much applies to the comments. This month’s market commentary was written on Friday April […]
Publisher, entrepreneur and diplomat, Benjamin Franklin was almost certainly the most-quoted figure of his generation. He is popularly credited with ‘a penny saved is a penny earned’ and, in Advice to a Young Tradesman, Franklin wrote, ‘Remember that time is money’. In November 1789, Franklin wrote to a friend in France: ‘Our new constitution is now […]
For many over-50s, the prospect of enjoying a long and fulfilling retirement doesn’t seem that far away. So now is the time for them to make sure they have their finances in order, so they can be sure of a steady income in retirement that lets them have the lifestyle that they want. However, a […]
Introduction Not the election of Donald Trump, not the US/China trade dispute. Not even Brexit. In all the time we have been writing this Monthly Bulletin, no single issue has so completely dominated a month’s news – or threatened to have such serious consequences – as the outbreak of Coronavirus in China. That was how […]
It is always tempting at the start of a year to look ahead and see what the next 12 months might have in store – and with technology changing more and more quickly, we thought we’d take a look at what could lie ahead in the digital and virtual worlds. Increased use of Artificial Intelligence […]