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February Market Commentary

China grabbed the headlines again in January, but this time not for trade. On 31st December, the Chinese authorities had notified the World Health Organisation of an outbreak of pneumonia in Wuhan City, Hubei Province. Today the country is in lockdown, the death toll is rising fast, the number of infected is rising faster. The […]

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It’s not about how much you have, but what you do with it…

The old cliché goes that ‘money can’t buy you happiness,’ but how true is that statement? According to a recent survey by Ameriprise Financial, only 13 per cent of American millionaires classified themselves as wealthy. Even those who had over $5 million (£3.8 million) spread across their accounts, investments and funds said that they didn’t […]

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The link between human behaviour and investing

Financial planning… Isn’t that based on cold, hard facts and scientific reasoning? Surely feelings  and emotions don’t have much to do with investing? We think they do. And here’s why. A little thing called human behaviour gets involved, you see. Only it’s not so little. Human beings are highly complex systems, motivated by many different […]

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January Market Commentary

The end of the decade saw the US/China trade dispute continue to make plenty of headlines. However with Donald Trump signing a long-awaited ‘phase one’ agreement on 15th January, it appears 2020 could see tensions ease. Trump is currently due to travel to China later in the year, where ‘phase two’ of the deal will […]

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New year, new decade, new approach to your finances?

You may have already made some New Year’s resolutions regarding healthy eating and exercise but could your finances do with slimming down too? The start of a new year, not to mention a new decade, is a great time to review your financial situation, examine your budget in detail and make plans for the future. […]

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What can go wrong with the Bank of Mum and Dad?

Being part of the sixth largest lender in the whole of the UK can be a challenge. Especially when you’re completely unregulated and financial qualifications are a rarity. But it hasn’t stopped the Bank of Mum and Dad from lending or gifting over £6.3 billion in 2019. A report, published in January 2019 by the […]

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November Market Commentary

The beginning of October brought us the Conservative Party conference and a plethora of promises and fiery speeches. Meanwhile world stock markets were tumbling on fears of a global sell-off and the US/Europe tariff war joining the US/China dispute. By the middle of the month President Trump declared himself ‘optimistic’ about trade talks with China. […]

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The impact of climate change fears on ethical investing

As pressure mounts on governments and financial institutions to do more to combat climate change, the demand for ethical investment opportunities is on the rise. Triodos Bank’s annual impact investing survey has found that nearly half (45%) of investors say that they would be keen to move their money to an ethical fund as a […]

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Back to 60 campaigners fight on

The campaigning group, Back to 60, has lost their fight at the High Court to seek redress for the inequality around the state pension age, which affects women who were born in the 1950s. The group was claiming that the increase in the state pension age was discriminatory and put women at a severe disadvantage […]

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October Market Commentary

Introduction What goes down immediately comes back up? If only saving and investing were that simple… That’s what happened in September. In August, we reported that almost all the major markets we cover in this Commentary had fallen. The good news last month was that almost all the markets went back up. There were no spectacular rises […]

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