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Q1 2024 Adviser Webinar

Our Chief Investment Director, Shane Balkham, gives an investment review for Q1 2024.

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The World In A Week – Contrasting Rate Outlooks On Both Ends of the Pond

Written by Dominic Williams The most recent US inflation data, released on Wednesday, exceeded forecasts for the second consecutive month. The annual inflation rate reached 3.5 per cent, surpassing…

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Two Minute Missive – 10th April 2024

In this video our Client Investment Director, Shane Balkham, explores today's market trends and considers how our team safeguard client investments through smart diversification strategies, ensuring…

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The World In A Week – US Jobs Data: An Economic Enigma

Written by Cormac Nevin Last week was a broadly weaker one for global markets, following one of the best first quarters for equity markets in five years. While the strong performance of equity…

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What is the YOU Investment & Asset Allocation Committee and how does it make decisions?

In this video our Client Relationship Manager, Nick Heath, interviews Chris Ayton, one of our Fund Managers on the YOU Investment & Asset Allocation Committee and how it makes decisions.…

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The World In A Week – Fed Confidence, UK Recession Confirmation, and Stock Gains

Written by Ashwin Gurung In the US, The Federal Reserve’s (the Fed) preferred inflation measure, the core Personal Consumption Expenditures (PCE) price index, which excludes food and energy, rose in…

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Two Minute Missive 26 March 2024

In this video our Client Investment Director, Shane Balkham, explores today's market trends and considers how our team safeguard client investments through smart diversification strategies, ensuring…

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The World In A Week – Two become none

Written by Shane Balkham Following on from last week’s update, there was some good news on inflation in the UK, with a downward surprise for the headline Consumer Price Index (CPI) rate.  Wednesday’s…

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The World In A Week – Print Preview

Written by Millan Chauhan This edition marks almost exactly 12 months since the US banking crisis unfolded, which saw three mid-size banks fail after the mismanagement of their portfolio…

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UK adds 20,000 jobs in February as unemployment rate remains steady

The number of payrolled employees in the UK is estimated to have increased by 0.1% (20,000) in February, according to data from the Office of National Statistics today (12 March). The number of…

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The World In A Week – It’s Coming Home

Written by Chris Ayton As well publicised, the UK equity market has been unloved for many years now, particularly if you look at the more domestic mid and small capitalization universe. Although…

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The World In A Week – First mover advantage

Written by Millan Chauhan. The latest figures released by the Commerce Department Bureau of Economic Analysis in the U.S. revealed that the personal consumption expenditure (PCE) price index figure…

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