I had high hopes for 2023 in investment markets at the start of the year but that quickly subsided when inflation kept going up and so did interest rates, and both of these factors have a massive impact on investment portfolios. [...]
On November 29th 2023, members of the MPA team, Joe McGovern, Ellie Pemberton, Jenny Hall, Aman Matharu, and Timon White convened at the PMX Young Adviser Roundtable meeting in London. The focus of the discussions centred on the financial challenges faced [...]
Jeremy Hunt delivered his Autumn Statement yesterday and as always we are looking at how it affects the majority of our clients in pensions and investments. Pensions The big issue here was the confirmation that the Lifetime Allowance (LTA) would be [...]
In the third quarter of this year, we finally saw a notable decline in UK inflation, which allowed the Bank of England to ease off on their counter-inflation measures, with the base rate only rising 0.25% across this quarter. Other key [...]
The summer months have given us reason to be cautiously optimistic that we are moving away, albeit slowly, from two of the main themes that have characterised the past year – rising inflation and interest rates. In August, the Bank of [...]
A look at the last quarter of 2022 and the end of a challenging year for investors. Quarterly highlights include: Economic growth data in the US, Eurozone and UK, reported in Q4, exceeded expectations. Whilst GDP growth forecasts for 2023 continued to [...]
After the mini budget a couple of weeks ago the financial markets went into a tailspin, essentially due to the level of tax cuts announced and the fact the Government had not explained how they were going to pay for them. [...]
Back in April 2022 we shared the story with you that the Bank of Canada were in the process of purchasing Brewin Dolphin. We have now received official confirmation that the acquisition has been completed and as a result, Brewin Dolphin [...]
After the mega giveaway in the mini budget on Friday 23rd September 2022, it is safe to say that the various investment markets have not reacted favourably to the raft of tax changes and dash for growth that Kwasi Kwarteng announced. [...]
Friday 23rd September saw Kwasi Kwarteng unveil his first (“mini”) budget in his new post as the Chancellor of the Exchequer. According to Kwarteng, the Governments priority is economic growth - this message being backed up with the introduction of a [...]
