Month: March 2020

March Market Commentary

Introduction Not the election of Donald Trump, not the US/China trade dispute. Not even Brexit. We cannot recall a single issue having so completely dominated a month’s news – or threatened to have such serious consequences – as the outbreak of Coronavirus in China. In February, the virus’ impact on the world stock markets was […]

Time to spring clean your finances

The daffodils and crocuses are beginning to appear, the trees are blossoming and the days are getting lighter. Spring is definitely on its way. Traditionally, this was the time to do the big annual household clean. Now that fewer homes are heated by coal fires, with all their soot and grime, this is no longer […]

Final countdown to the end of the tax year

You may have seen lots of literature already about the end of the tax year. But if you’ve not yet taken any action, now is the time to do so to protect your savings from tax. Here is a handy checklist of what to do and what not to do before 5th April. 1. Make […]

Environmental investing themes to look out for in 2020

Although the financial markets have seen their fair share of volatility over the last decade, there has been a growth in opportunities for investors wanting to invest in environmentally conscious businesses. If you’re looking to make a more positive impact on the world while also seeking returns on your investment, it’s important to be aware […]