Markets

By Sam Liddle, Sales Director, Church House Investment Management For a long time, the 60/40 approach to portfolio management was perfectly effective. Offering a combination of equity-like returns and stable income, it allowed investors to participate in any market upside, while at the same time offering protection during periods of volatility. Simple. However, the approach […]

By Brooks Macdonald Several major global events – including most recently the coronavirus pandemic and the Russia/Ukraine situation – have prompted investors to flee financial markets, but history shows this could have been a mistake. In this article, we discuss the importance of remaining invested and how missing the best performing days could have led […]

Like all of us, we are deeply disturbed by what is happening in Ukraine. While it may not be equal to that, we fully understand your clients will have concerns right now. We want to provide you with reassurance and information below regarding our model and processes, which you can share when speaking with your […]

It’s been difficult to catch up on the news lately without seeing headlines of inflation hitting 30-year highs. But are we heading back to the 1990s? What can be done? And does inflation even matter in financial planning, asks Steph Willcox, Head of Actuarial Implementation at Dynamic Planner? What is inflation? Inflation is the decline […]

Dynamic Planner Proposition Director CHRIS JONES analyses key considerations when creating a Centralised Retirement Proposition for clients at your firm, reflecting on mistakes made during the 2008 financial crisis and concluding by pinpointing three ways to manage sequencing risk. In retirement planning, there is a moment when the client’s needs and objectives change and you […]

6min read Abhimanyu Chatterjee, Dynamic Planner’s Chief Investment Strategist, discusses the hot topic of inflation amid increasing concerns it could soon rapidly rise. How has it been viewed over time? What are arguments both for and against? Abhimanyu then analyses what could happen next before outlining four extreme inflation scenarios Dynamic Planner has run to […]

Unprecedented. Extreme. Sobering. It has been hard to keep pace with what’s happened in markets this year. Here, Dynamic Planner’s Head of Investment Services Jim Henning takes a step back from the headlines and highlights the immediate and longer-term trends and shifts witnessed in 2020. How does this year’s volatility compare in the context of […]

The Investment Committee reviewed the performance of the benchmark asset allocations and noted their great resilience in weathering the extreme market turmoil post the Covid outbreak, with all staying within, or very close to, their expected annual Value at Risk (VAR) limits. The benefits of portfolio diversification provided by Dynamic Planner’s Asset Risk Model can […]

By Sam Liddle, Sales Director, Church House Investment Management If you’re a young person, with no job and little prospects, then Rishi Sunak’s recent jobs announcement would have given you cause for hope for the future. But it was less positive for committed savers, with retirement on the horizon, and recent retirees wondering what income […]

[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]As we try and shed our feelings of embattlement, with lockdown finally easing across most of the UK, the macro environment is […]