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Market Update June 2020 – Absolute Return

Jun 18, 2020

Those who regularly monitor the performance of absolute return funds have become accustomed to them not meeting expectations and the first quarter of 2020 was no exception.

Key Changes in Market Portfolios

Jun 18, 2020

Key changes in the portfolios: Markets appear to have stabilised since sell-off last week, supporting our decision to proceed with the de-risk across the portfolios to the order of 2 to 3% in equities.

Market Update 11th June 2020

Jun 11, 2020

There has been a strong global market recovery, with the US market now in positive territory for the year.

Market Update 4th June 2020

Jun 04, 2020

In what way does the current crisis represent a watershed within society and how does this influence the investment opportunities that might be of interest?

Are capital markets assumptions still valid for longer term strategic asset allocation?

May 28, 2020

It is important to define what is meant by capital market assumptions. These are estimations that attempt to describe how an asset class may behave over the longer-term, typically five to ten years. 

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Please note that some advice on auto-enrolment schemes is not regulated by the FCA.
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