Market Update | Week 11
11th March 2024
Global equities were broadly flat last week but lost 1.2% in sterling terms as the pound gained close to 2% against a weaker dollar, rising to $1.28. UK,…
IBOSS updates
Market Update | Week 11
11th March 2024
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Market Update | Week 10
4th March 2024
Global equities last week gained a further 1% or so in both local currency and sterling terms, bringing their gains year-to-date on both measures to around 6.5%. With…
Bonds: The Grand Reset
28th February 2024
While the term “bond funds” may not evoke the same excitement as high-flying tech stocks, they remain essential pillars of diversified portfolios. In this ever-changing financial landscape, understanding…
CGT: A Significant Change on the Horizon
28th February 2024
As we approach the upcoming tax year end, a significant change is on the horizon – the halving of the capital gains tax (CGT) allowance to only £3,000…
Investment Update | February 2024
23rd February 2024
Call My Bluff This update covers from 15th January to 14th February, but we have used year to date charts to give a slightly broader perspective. Since our…
Market Update | Week 8
19th February 2024
Global equities continued their upward path last week, posting a gain of around 0.5% in both local currency and sterling terms. This left markets up year-to-date some 4.5%…