Markets
Intergenerational planning and investing in a sustainable future
£1trillion of assets is set to pass between generations over the next nine years¹ – but, according to research, 70% of family wealth is lost by the end of the second generation and up to 90% by the end of the third². The main contributor to this is a lack of communication between families – writes […]
Speculation surplus clouds outlook for recovery from coronavirus crisis
By Abhi Chatterjee, Chief Investment Strategist In the last six weeks, I have seen more from my home office desk than all the time I have previously spent in my career on trading desks. To recap, what have we witnessed? The single largest day increase in VIX since 1990 Two of the largest daily falls […]
News from the Dynamic Planner Investment Committee: Q2 2020
By Abhi Chatterjee, Chief Investment Strategist The ‘Corona Crash’ The Covid-19 outbreak triggered a geo-economic panic, resulting in an unprecedented spike in global equity market volatility, with severe declines exceeding 20% and extreme daily swings on a scale comparable to the financial crash of 2008. Thus, we dramatically marked the end of a remarkably resilient […]
With great versatility comes great responsibility – Don’t give up on absolute return for retirement
By Sam Liddle, Sales Director, Church House Investment Management When it comes to retirement, the needs of Britain’s savers are defined by factors such as goals, wealth and personal circumstances. However, for the most part, these investors require financial solutions that can support their income, grow in line with inflation and leave a pot of […]
Unprecedented market losses shocked us all – Latest Dynamic Planner analysis and opinion
Between 16-19 March, financial markets, as we had known them, were a thing of the past. If one took data from the S&P 500 since 1927 and the FTSE 100 from 1984, and calculated the largest single day losses, two days in March 2020 make the top 10 largest ever single day losses – only […]
Valuations forgotten during period of panic – Latest Dynamic Planner market analysis and opinion
It is at times like this that you realise the importance of being able to buy things. There was a time in the past where it was easy to do so – but now that it’s suddenly more difficult, you wish you had stockpiled when you had the opportunity. We didn’t know that all of […]
The time for calm is when the urge to panic hits its peak. Why we’re calm, despite market volatility
When you see empty shelves in the supermarkets and people panic buying on TV, you can’t stop feeling that you are going to miss out – even though all the experts tell you that you won’t. In much the same way with investment portfolios and despite the fact that we knew that we were taking […]
2020 trade deals: The new growth policy lever?
Dynamic Planner Investment Committee – Q1 2020 Update Global growth levels were muted for 2019, but forecasts are for a modest pick-up in 2020 for the G7 economies. The US still stands out among the advanced economies, given the current full employment and strong retail sales growth. With 2020 being an election year, there have […]
How can industry react to rising tide of interest in sustainable investments?
By Jim Henning, Head of Investment Services As we started 2020, it wasn’t long before further disturbing news about climate change grabbed the headlines – the wildfires raging in Australia; the last 10 years in the UK being the second hottest in the past 100 years; and Mark Carney’s – the outgoing Governor of the […]
CEO Ben Goss: What does 2020 hold in store for the advice industry?
In this blog our CEO Ben Goss outlines below what he believes will be the most transformative issues facing the advice industry in 2020. 1. Sustainability becomes part of the suitability conversation Addressing climate change is the most pressing need of our time. UK advisers, as gatekeepers to one of the largest investment pools in […]