Bear with me, don’t panic, keep at it
Wren Sterling Group’s new CIO Rory McPherson reflects on what is happening in the markets and sees reason to be optimistic.
Thought leadership
A crazy few days and what happens next?
Following our initial response to the Mini Budget, Kwasi Kwarteng rows back on his plan. How will this affect UK investors?
How much weight should you give economic outlook confidence as an investor?
In recent weeks there have been a number of high profile comments made about the UK’s economic outlook from prominent figures. Rishi Sunak, the Chancellor, has countered warnings of weakness in the pound with a statement backing the UK’s medium and long term prospects. Bank of America released a report in late May that captured [...]
Has the ESG rulebook been ripped up by Russia?
How has Russia’s invasion affected ESG investing? We asked our ESG investing panel for their perspective on this difficult issue, where they stand, and also where they see opportunities in a changing world.
How our services are changing to meet client needs in a changing world
Financial planning is about more than just investment returns. Of course, they’re critical to financial plans succeeding, but recent years have really sharpened our focus on building solutions to meet more of the challenges our clients face, so our advice is truly holistic…
Cost of living hacks
When everyone is likely to feel the pinch on day-to-day bills, it’s worth a quick think to see if you can offset some of the increases with some simple tricks. We’ve collated some hints and tips from a few sources and there’s plenty here for the whole family.
Maximising 2021/22 Personal Allowances
The current Tax Year ends on April 5th 2022. Make sure your allowances are used efficiently, it pays to start early.
What China’s populist pivot means for investors
Several forces have pushed Chinese stocks lower in 2021, with the authority’s heightened regulatory focus a key headwind. Wren Sterling asked Paul Danis, Brewin Dolphin’s Head of Asset Allocation, to explain the implications for investors. What’s going on in China? The Chinese authorities shocked markets last autumn by pulling the IPO of Ant Group a [...]
How can you calculate the value of a pension?
Here’s the bad news: working out the value of a pension isn’t straightforward! It depends on the type(s) of pensions you have and when you want to retire, among many other things. In this article, we'll talk about the types of pension you could have, how their values are calculated, how you can get a [...]
Devil in the detail on care tax rise
It took a pandemic to sort out care funding. At least that’s what the Government will be hoping that’s how the public will view it, rather than a couple of broken promises on the Triple Lock and raising National Insurance Contributions (NICs). The Prime Minister said: “You can’t fix the Covid backlogs, without giving the […]