Investor Insight - December

2018 has been a difficult year for investors across most asset classes, but we remain cautiously positive about the outlook for 2019. Read our latest market update and outlook for the year ahead.

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Updated for 2018: Retirement planning guide

Financial wellbeing in retirement is important. Download our free guide designed to help you understand your options and start preparing for the retirement you want.

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Updated: Inheritance Tax and estate planning guide

We have updated our free guide on IHT: the main exemptions, the reliefs, the importance of making a will and more.

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Latest news

  • Security in retirement

    23 Nov

    Six months on from their introduction, how are the pension changes bedding in? Legislation has brought much more public awareness of the new flexibility and freedoms, but there’s been no big behavioural change. No client has taken out their fund and blown it on a Lamborghini!

    Full story
  • Interesting times

    23 Nov

    t’s feeling better. Following a significant sell-off in August, the market rallied in early September and then saw another drop. We viewed the turbulence as an overdue market correction – part and parcel of investing in financial markets – not as the beginning of a global bear market.

    Full story
  • Child's play: investing for the next generation

    23 Nov

    Research suggests that adult money habits are set by the age of seven. How did your own upbringing shape your approach? I was lucky: my father worked in finance, and my mother was stock market and savings obsessed. When I was five or six, she took me on a visit to the City – I remember watching the trading on the old Stock Exchange.

    Full story

Investment insights


Weekly Updates

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Monthly outlook

Our monthly outlook looks at what we think will happen in the coming weeks.

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Quarterly insight

Our quarterly insight is a round up of the trends in the market.

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