To download our latest Investment Review, please click here.
Edition Preview:
No time for investor complacency as shares head higher
Viewed simply compared with where it started the year, the UK stockmarket appears to have made further steady progress, rising by around 10% at the time of writing. This would not tell the whole story, however, as within an eight week window, during late May to late July, share prices were in fact subject to a bout of extreme volatility…
Pensions (Huh) what are they good for?
To paraphrase Edwin Starr’s song the response is usually “absolutely nothin” (sic) or worse, so we thought, given the considerable focus which will be on pensions as Auto Enrolment gathers momentum over the next few years, it would be helpful to revisit why pensions are useful…
AIM for ISA growth
Since 5th August, it has been possible for ISA investors to purchase shares listed on the Alternative Investment Market (AIM) within these tax-efficient schemes. This segment of the London Stock Exchange (LSE), originally established back in 1997 to encourage the development of smaller companies, was previously ineligible for inclusion in ISAs…
The ‘Divvy Dozen’
Whilst it is still perfectly possible to generate an above average level of income (in the region of 4%) from ‘collective’ investments such as unit trusts and investment trusts, clients with a greater appetite for investment risk are still interested in considering direct equities to add to their portfolios…
