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Insights

Wealth Management UK

Insights

The big ideas and important details behind our approach to preserving your wealth for the long term.

 

 

Mixing art and science

1 October 2021 | 24 mins

Investing can often seem like a numbers game. However, while a quantitative, scientific approach can certainly reveal a lot about a company and its performance, there are also aspects which only a qualitative approach can reveal. In this Quarterly Letter we delve into how we combine these approaches, and how this informs our investment decisions.

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China: now it's real estate

22 September 2021 | 5 mins

Having already been grappling with slowing growth and ongoing regulatory issues, China is now facing a crisis in its real estate sector. We take a look at the issues facing this sector, alongside the recent ramping up of Beijing restrictions, to consider the potential impact of such developments.

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Macroeconomics

Mass unemployment to labour shortages

20 September 2021 | 30 mins

Widespread labour shortages have subverted past expectations of mass unemployment. As the growth of the past few months appears to be slowing, we take a look at the continued inflation risk and fiscal and monetary outlook across the world.

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Digital exuberance: the £1,000,000 banknote revisited

10 May 2021 | 15 mins

As strong recovery around the world continues, inflationary concerns continue to overshadow this growth while developments in the tech sphere prompt fears that these stocks are increasingly overvalued. In this Market Perspective we examine these claims, as well as the rise of digital currencies, and now, 'digital collectibles'.

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ESG Report 2020

4 May 2021 | 40 mins

In our 2019 report, we suggested that it was the year when sustainability went mainstream. Looking back on 2020, we might say that it was the year that turbocharged environmental, social and governance (ESG) issues, as the pandemic focussed minds.

 

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Inflation: Why it matters

8 July 2021 | 8 mins

As the spectre of inflation continues to overshadow the strong global recovery we have seen in 2021, we take a closer look at the issue of inflation, how it can impact the value of your wealth over the long term, and what you can do to protect against this.

 

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