June Economic Review
Our monthly economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future. It is not intended that individual investment decisions should be taken based...
Reasons to Talk: Are you missing out on pension tax breaks?
Most of us understand the benefits of investing tax efficiently. Using the tax allowances, such as ISAs, provided by the government each year, means we can avoid paying unnecessary tax. However, many of us are missing out on the valuable tax savings available through...
Between the Lines – Week 27
Year of the bear: S&P 500 enters bear market territory On Monday 13 June the S&P 500 Index entered bear market territory for the first time since the pandemic crash in March 2020, with the index down 22% from its peak on 3 January. This is the fourth bear...
The cost of cash in an ISA
The cost of cash “Cash is like oxygen – you want to be sure it’s around, but you don’t need to have excessive amounts of it around” – Warren Buffet. So how much cash should we hold? $ A couple holding cash ISAs may be missing out on £15,368 of real return over 10...