Following a year of dollar strength the tide appears to be turning, which could boost ‘anything that has underperformed’ in recent years. The latest inflation and economic data suggests that the era of the strong dollar may be coming to an end, with a big potential impact on multi-asset portfolios. Earlier this month, US inflation…
by Chris Hawes (Spear’s) – 28 April 2022 How should wealth managers navigate the pitfalls of sudden wealth? Chris Hawes explores the most important things to remember, according to wealth management professionals Well-planned wealth can be the rising tide that lifts all boats, improving the quality of an individual’s life and those around them. Sudden…
By Danielle Levy (Citywire) – 5 February 2021 As 2021 begins, admittedly with more of a whimper than a bang, asset allocators find themselves at a difficult juncture: the Covid-19 pandemic has thrown our day-to-day lives upside down, resulting in unprecedented monetary and fiscal stimuli around the world. Investment committees across the UK face the challenge of…
We are delighted that Jenni Currell FPFS was awarded Paraplanner of the year at the Personal Finance Society Awards last night. This award is so well deserved and reflects the fantastic work and support that Jenni provides to Lockhart Capital Managements clients. We are very proud of you Jenni!
“Robert Seachoy, Portfolio Manager attended the CFA ESG conference in London on 29 October 2019. This sold out conference focused on the growing demand for ESG integrated investment practices and how the investment profession is still at an early stage in establishing best practices in this area. The conference focused on where and how investment…
By Ima Jackson-Obot (Financial Advisor) – 21 October 2019 Building up exposure to gold can strengthen defensive investment portfolios, according to investment experts. This is because the way defensive portfolios have traditionally been set up means they are unlikely to be fit for purpose in a volatile market. Adrian Lowcock head of personal investing at Willis…
By Ima Jackson-Obot (Financial Advisor) – 19 September 2019 Globally events are dominated by the US-China trade war, while closer to home, it is all about Brexit. What does this mean for investors, and the assets they allocate to, over the next ten years? Outlook for bonds The outlook for bonds over the next decade is…
Investors’ nerves were tested in 2018 in what proved to be a challenging year for markets across the globe. And frontier markets – developing economies that are considered less mature than emerging markets – were no exception. In 2018 MSCI Emerging Markets index fell 9.2 per cent, MSCI Frontier Markets index dropped 11.2 per cent…
We asked investment managers to highlight the key indicators to watch ahead of a recession. Investors could be forgiven for feeling nervous as we approach the end of 2018. The FTSE 100 is down 7.2% since the start of the year and it’s difficult to ignore the stream of negative headlines which continue to haunt…
Excerpt taking from Citywire Wealth Manager Regulation and the rising costs of operating a business made many in the industry argue that it would be the end for boutiques. The sheer number of mergers and acquisitions in the investment management sector also resulted in concerns that the industry would be ruled by a few giants…
