rupert

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So far rupert has created 106 blog entries.

Market commentary August 2009

SUMMARY.  It has been a very positive month for stock markets, both in the UK and globally. In the short term the UK market might go a touch further, perhaps 4800-5000, but you should not [...]

Market commentary July 2009

SUMMARY. On the 40th anniversary of the marvelous M&G Recovery fund it is a good time to review the idea of long term investing. The good news is that the omens are positive for those [...]

Market commentary June 2009

SUMMARY. A debate is raging as to whether the weight of government debt will eventually sink the UK economy. So far the markets support those that believe a new, albeit unexciting, stability is in place. [...]

Market commentary May 2009

SUMMARY.  Risk appetites have returned, stock markets around the globe are recovering strongly. But what is driving this bounce? And is it sustainable? In a conversation with the FT in December 2008, we said (only [...]

ALERT – higher rate tax relief on pensions

Perk for the rich to be withdrawn? Over the years we have always been loath to scaremonger ahead of Budgets. But on this occasion we feel we ought to draw to your attention the risk [...]

Market commentary April 2009

SUMMARY. Last month we were inclined to be positive, and newsflow and market moves since have justified this. But we cannot afford to be complacent. Last month we were inclined to be positive, at least [...]

ISA, pension, and market updates

The end of the tax year s just ahead.  If you intend to make ISA or pension contributions, please don't leave it until the last minute. We can send most forms to you by email, including [...]

Market commentary March 2009

SUMMARY.  The point of maximum panic was endured in the Autumn, now there are signs that the low point for the stock market is close by, and there are also tentative signs that the economic [...]

Market commentary February 2009

SUMMARY.  The media newsflow is very negative, particularly around the emotive, but undoubtedly serious, unemployment trend. Nonetheless, if "less bad" is the new "good" for 2009, the last month has been good.  Less bad is [...]

Market commentary January 2009

SUMMARY.  Recessions are not the end of the world, they are a process for sorting winners from losers, as the retailers have vividly illustrated.  For investors the greatest problem is that when markets begin to [...]