Investment update

Performance Update June proved to be a good month for our portfolios. They grew by between 1.46% and 2.10% (see below).   The positioning of the portfolios before the referendum vote included being overweight overseas equities which ultimately proved to be a good decision as sterling slumped. This ensured the value of our overseas investments…

Post-EU Referendum reaction

Post-EU Referendum reaction This was not the result markets were expecting with UK assets staging a relief rally up until polls closed, on the view the ‘Remain’ campaign had done enough to secure victory. However, unlike last year’s general election, this time around the polls proved far more indicative of the final result as too…

Pension annual allowance

From 6th April 2016 individuals with ‘adjusted income’ of more that £150,000 will have their annual allowance restricted. ‘Adjusted income’ means the total amount of income for the tax year on which an individual is subject to income tax. This includes salary, bonus, profits from self-employment, benefits in kind, pension income, income from property, savings,…

‘Reflation’ – but not as we know it…

By Co-Head of Multi-Asset at Henderson Global Investors, Paul O’Connor ‘With the global economic recovery looking anything but even, we take a look at the economic landscape after nearly seven years of unprecedented central bank policy and at the implications for investors.’ The world economy has grown for six consecutive years since emerging from recession…