Special Update – December Mid Month Update

Introduction The first half of December was dominated by newsflow regarding inflation and interest rates. The UK and US saw an easing in the pace of inflation, with data suggesting the peak US prices may have passed. There were 0.5% increases in interest rates in the UK, US and Eurozone. Following the large gains at […]
Defined benefits aren’t the only way to guarantee income

It is fair to say that the gilt market has been more volatile than usual over the course of 2022. At the start of January this year the average yield on a UK 15 year gilt was 1.144%.
Time to look again at annuities

In this article we analyse why annuities have become a more attractive option when it comes to planning your retirement income.
Market Review – November 2022

We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more. The monthly market commentary provides an insight into the current factors that are affecting short-term global returns, but should not be viewed as a basis for making long-term investment decisions. You should […]