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June Market Commentary

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Introduction  In some ways, May was a relatively quiet month. Although, it did bring us the marriage of Prime Minister Boris Johnson, the first PM to marry in office since Robert Jenkinson, 2nd Earl of Liverpool, in 1822.  Having eaten a slice of wedding cake and gone straight back to the office, Boris Johnson will

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What to do about the ‘bulls’ and the ‘bears’

You have likely heard the terms ‘bull market’ and ‘bear market.’ A bull market is one where stock markets are rising and investors are feeling confident: a bear market is the opposite. ‘Bullish’ has even come to be used in a wider sense, meaning generally optimistic: ”I’m feeling bullish about our chances of beating United

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The Beijing Billionaires

For the last seven years the title of the city with the most billionaires has been held by New York, but this year a new name has taken over and that city is Beijing.  According to the latest Forbes annual rich list, the Chinese capital added 33 billionaires last year, taking its total to 100 – one

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May Market Commentary

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Introduction  Some of the numbers in this month’s Bulletin are simply staggering. Whether it’s Amazon’s profits or the ‘investment’ (which could alternatively be considered ‘spending’, depending on your political viewpoint) announced by President Biden.  There was a time where the ‘standard unit’ of currency we talked about was a million. Company profits and valuations were

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What are Freeports?

Many people will have heard Chancellor Rishi Sunak announce the creation of eight freeports in his Budget speech. The freeports – which are due to become operational later this year – will be at East Midlands Airport, Teesside, the Humber, the Solent, Plymouth, Liverpool City Region, Felixstowe and Harwich, and the Thames.  But what is

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The Net Zero Innovation Portfolio

Most of the headlines in Rishi Sunak’s recent Budget were made by the tax rises, both for individuals and companies, and by the inevitable bill for the pandemic.  There was a strong ‘green’ theme running through the Budget. This was shown through the National Infrastructure Bank being established in Leeds, and the Bank of England’s

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Welcome to the National Infrastructure Bank

One of the most eye-catching announcements in Rishi Sunak’s recent Budget was the creation of  the National Infrastructure Bank, which – as part of the Government’s commitment to economic ‘levelling-up’ across the UK – will be based in Leeds.  What is the new bank? Why is it being introduced? And what impact might it have

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Major pension funds commit to net zero carbon by 2050

A new Net Zero Investment Framework has been launched by the Institutional Investors Group on Climate Change (IIGCC) which outlines a commitment to net zero carbon emissions by 2050. The framework aims to encourage investors to develop an investment strategy that achieves net zero, and the framework is already being put into practical use. At

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Does an increase to capital gains tax look likely?

While Rishi Sunak’s spring budget introduced a variety of new initiatives and updates to multiple taxes, one suspected change was missing from the big red book. Analysts had posited that a capital gains tax hike would be a likely inclusion in Sunak’s budget, expecting it to be brought more in line with income tax and

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How much should I be saving towards my pension?

Research shows that we put ambitious targets on our retirement income and then underestimate how much we need to save to get there. Before we delve into how much you should be saving, here’s a quick overview of the two main types of pension schemes: In a defined benefit scheme your employer promises to deliver

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