What to do when your investment style goes out of fashion

Juliet Schooling Latter, research director, Chelsea Financial Services considers the issue of investment style. Flicking through Vogue magazine the other day, I was astonished to come across a page dedicated to fuchsia ensembles (for the colour-challenged, think extremely bright pink). I recall donning something in that shade only once in my life, in a moment […]

18 July 2017 by Darius McDermott

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One year on from Brexit should you invest in the UK or the EU?

Brexit negotiations begun this week, almost exactly one year on from the UK’s vote to leave the European Union last June. In the past 12 months, UK companies have largely trod water, waiting to see which way the negotiating winds would blow. Many European companies, however, have been ramping up as their economy shows signs […]

20 June 2017 by Darius McDermott

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After the election, what now for tax relief on pensions?

I must admit that I really didn’t see the election result coming.  I’m still rather stunned that the Conservatives managed to lose both a commanding lead in the polls, and a workable majority in the House of Commons, in the space of just a few weeks. Whilst we are on the subject of unexpected outcomes, […]

13 June 2017 by Steve Herbert

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Britain in a right old pickle

Britain is in a right old pickle this morning. Britain really does not know what it wants. It has rejected the most left-wing policy agenda since the 1970s and at the same time rejected (almost) a government that did not appear to have a clear plan for the next parliament given that the next parliament […]

9 June 2017 by Chris Iggo

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Pensions: An open goal?

Theresa May’s stated aim for calling the 2017 General Election is to provide a stronger working majority to enact legislation around Brexit – thus removing the nagging doubts that some of her MPs might rebel in key votes.  And the bottom line remains that, despite some recent own-goals, the Tory Party are likely to be […]

26 May 2017 by Steve Herbert

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Positive political change helping Asia’s comeback

While investors eyes have been on the US and UK stock markets continuing to reach new all-time highs, Asian stock markets have also been enjoying a positive run in 2017, recording their best year-to-date performance since 2009. Encouragingly, overall, and notably for Taiwan and South Korea, earnings forecasts have been revised upwards due to stronger […]

24 May 2017 by Darius McDermott

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A government with a big majority may be better positioned to change the pension tax relief system

They say that a week is a long time in politics.  So the fortnight since I posted this article on the Lifetime ISA and potential changes to pension tax reliefs could now be considered an age. For yesterday’s surprise announcement of another General Election in the UK once again throws many certainties and assumptions on […]

19 April 2017 by Steve Herbert

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The Lifetime ISA may not pose a threat to traditional pensions while current tax reliefs remain in place

Last month’s very public government U-turn on the decision to increase National Insurance contributions for the self-employed was largely delivered because of pressure from the Tory back-benches rather than HM’s Official Opposition.  This only serves to underline how precarious the Government’s current position is.  For at least the next two years the Administration must seek […]

6 April 2017 by Steve Herbert

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Adding India to your ISA now could help you save for decades

Mentioning demographics when one talks about India almost seems redundant – so obvious an advantage does that country have. Yet with a population of around 1.3 billion; a growing, youthful workforce; and a swelling middle class, it’s also impossible not to highlight the long-term potential. UK equity funds form the core of most people’s ISA […]

21 March 2017 by Darius McDermott

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The signs are there for the end of the expansion but they are not very strong

No-one really seems to have enjoyed the current economic expansion and now, because it has been going on for several years, some are worrying about the end. The typical end of cycle signs are there – rising inflation, higher interest rates, leverage and overvalued financial assets. But, really, they are all quite tepid. The Federal […]

17 March 2017 by Chris Iggo

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