Investment Market Updates

Our Investment Committee meets monthly and we speak regularly to top industry fund managers for greater insight into market conditions. Here you will find some of what we discussed to give you insights between our quarterly newsletters. 

If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please contact us or give us a call on 01905 731 864 and ask to speak to one of our Independent Financial Advisers.

April 2023 - We reflect on a volatile first quarter of 2023

Piers Mepsted, Managing Director & Adam Smith, Operations Director discuss their thoughts on Quarter 1 2023 and what has happened within the investment and financial markets already this year. 

March 2023 - Spring Budget

Chancellor Jeremy Hunt has delivered his spring budget, in which he set out plans that aim to boost UK economic growth while being mindful of the need not to spook financial markets.

March 2023  - Silicon Valley Bank

SVB is a US-based bank that specialises in providing financial services to technology and life science companies. US regulators shut down SVB and took control of its customer deposits. This was the largest failure of a US bank since 2008, and came after the bank failed to raise new capital to strengthen its balance sheet.

February Webinar - What's ahead for 2023

We speak to Lucy Mitchell, Investment Director, Evelyn & Partners and Tom Leck, Client Portfolio Manager, aberdn discuss themes arising for 2023 and what to look out for as key indicators of market activity for the year ahead.