Insights

Our latest investment news, stock spotlights and expert opinion.

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Briefing yacht crew on how to be ScamSmart

4th Mar 2021

With healthy levels of cash savings yacht crew are an obvious target for investment scammers. Emma Parkes joins a virtual update from Life After Yachting to provide some tips on how to spot a fraud and key questions to ask a prospective investment adviser.

Any

By Mark Davidson

UK market commentary – March 2021

4th Mar 2021

Much like January and England’s current cricket tour of Sri Lanka and India, February was a month of ups and then downs.

Market Commentary

By Rory Campbell-Lamerton

A Budget for Bouncebackability

4th Mar 2021

At just after 12.30pm yesterday, Rishi Sunak, Chancellor of the Exchequer, announced financial packages, stimulus and support totalling over £400 billion for this year and next, in what Boris Johnson titled a ‘budget for recovery’.

Viewpoint

By Rory Campbell-Lamerton

Helping Mogers Drewett address the digital divide

3rd Mar 2021

Andrea Steel, Strategic Partnership Manager at Church House joins Simon Walker from Mogers Drewett to hand over four laptops. These will go to the Wiltshire Digital Drive to help the local community in enabling education and bridging the digital divide.

News

By Mark Davidson

Tenax Absolute Return Strategies Fund activity – February 2021

26th Feb 2021

The turbulent political backdrop of the turn of the year has given way to stormy markets as the potential for recovery begins to be ‘priced-in’ to bond markets, steepening yield curves and lifting inflation expectations.

Portfolio Activity

By James Mahon

How to handle ‘exceptional’ outperformers like Scottish Mortgage

25th Feb 2021

James Johnsen explains how, as portfolio managers, we deal with the positive challenge of managing individual holdings, that experience significant growth.

Your Wealth

By James Johnsen

February 2021: Lifting lockdown & UK budget predictions

25th Feb 2021

In the latest podcast from Fred & Rory, Fund Managers, they look at the resurgence of the Reddit thread community pushing up GameStop’s stock price, the impact lockdown has had on the property sector in the UK and, finally, if Rory was Chancellor for the day, what decisions he would make in the UK Budget announcement on 3 March.

Viewpoint

By Rozel Carrow

Budget 2021: Amazon won’t be the only one paying for a surge in spending

23rd Feb 2021

With speculation rife around Budget measures to recoup some of the costs associated with Covid-19, Emma Parkes looks at what potential changes we could see in key personal taxation regimes.

Your Wealth

By Emma Parkes

Fixed income market commentary – February 2021

23rd Feb 2021

The year to date has seen a significant steepening of risk free curves as hopes remain pinned on impressive vaccine rollouts leading to a reopening of previously closed sectors of developed economies and a return to some semblance of normality.

Market Commentary

By Jeremy Wharton

Jeremy Wharton named an FE Alpha Manager 2021

19th Feb 2021

We are proud to announce that for the sixth consecutive year, Jeremy Wharton, joint CIO, has been rated as an FE Alpha Manager 2021.

News

By Rozel Carrow

The slow road to success

18th Feb 2021

After the recent market excitement around Gamstop, James Johnsen examines the dangers of chasing a quick win and shares a timely reminder about the merits of considered long-term investing.

Your Wealth

By James Johnsen

Esk Global Equity Fund activity – February 2021

18th Feb 2021

Stock markets have moved ahead again over the past four weeks, led by Tokyo in particularly buoyant mood, up by more than 5% over this period.

Portfolio Activity

By James Mahon

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