The new residence nil-rate band comes into force tomorrow and yet, according to research from Old Mutual Wealth (published in Professional Adviser magazine) the great majority of people know nothing about it. The research, which [...]
Last month we covered US over-valuation, and events since demand more comment. On many previous occasions we have highlighted something called CAPE (cyclically adjusted price earnings ratio) as an indicator of stock market value. In [...]
For years there was a leadership vacuum in the West, exemplified by the unwillingness of politicians to address the problems laid bare in 2008, and the passing of the policy baton to unelected central bankers. [...]
“The problems of victory are more agreeable than those of defeat, but they are no less difficult” (Winston Churchill) A large number of voters want change, and that is the Trump mandate – change. That [...]
The “Brexit effect” has continued across the Atlantic. In the US, the alienated have again triumphed over the uninspired and the self-interested. It is important that UK investors understand the implications: The Trump mandate is [...]
We probably spend more time reviewing the UK stock market than any other because it is the largest holding for most clients, and the UK economy drives their employment and broader financial prospects. Here is [...]
In the last few days Japan has announced a $45bn package of what is effectively “helicopter money”. In coming months we hope (pray!?) for similar in the UK. Here’s how it might work. Emergency action [...]
Helicopter money is coming. This is a very significant change which will have a huge impact for years to come. Here we explain what it is. For those in the UK over age 40 it [...]
Whether your investment choices make any money, and how much, will be driven by a mix of valuation and confidence. Russian equities are an extreme example. They are ridiculously cheap, at a 50% discount [...]
The Politics Game: Tough Theresa vs Mad Dog vs French Farce
Just as the world of politics around the world appears to have lost the plot, up pops Theresa May and says “politics is not a game”. Before the parochial UK media loses sight of the [...]