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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 […]

It is estimated that roughly one in three of us globally are currently living in lockdown, to varying degrees, against the backdrop of the ongoing coronavirus crisis. Here in the UK, we are now entering week seven or week eight for many of us, since the first announcement from government on 16 March to, if […]

Accurately risk profiling your clients and subsequently matching them with suitable investments has arguably never been in sharper focus than it is today. Financial markets dropped more dramatically, by broadly 25%, than ever before from 16-19 March this year. Of course, as a result, it is vital, amid such volatility, for a client’s portfolio to […]

By Chris Jones, Proposition Director In a capitalist free-market society, I have a choice to use the fruits of my labour to buy things from a company or buy parts of a company. But, because I am human I rarely think about it and invariably spend more on buying things because I get immediate gratification. […]

This year and particularly since mid-March, the whole financial services industry and indeed world has changed in ways few of us could have imagined. The provision of financial advice has always been a very sociable and personal service. Many times in discussions with Dynamic Planner users over the years, I have been told that firms’ […]

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 […]

The coronavirus crisis has turned lives and habits upside down, almost overnight, in 2020. All of us, across the UK and globally are coping and managing the best we can. From 17 March in the UK, huge numbers of us, following government advice, began working from home indefinitely, against the broader backdrop of being increasingly […]

When we think of investing, we think about building up and growing a lump sum. A technical term used for this is accumulation. However, an increasing number of clients are now at a time when they need to spend that money – and a technical term for this is decumulation. Many clients in decumulation are, […]

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 […]

The coronavirus pandemic – with enormous speed and significance – has impacted almost every aspect of our lives in the UK in recent days and weeks. From mid-March, huge numbers of us began working from home indefinitely, against the broader backdrop of being increasingly told by the government to avoid trips outside and contact with […]

Our natural desire for human contact creates a logistical challenge clearly, at the moment. Obviously, we’re used to seeing people face-to-face and currently that’s simply not possible. I would urge you to look at Dynamic Planner’s Client Review process and report that we put together and released exactly for times like this. Within the report, […]

The coronavirus pandemic – with enormous speed and significance – has impacted almost every aspect of our lives in the UK in recent days and weeks. Early last week, huge numbers of us began working from home indefinitely, against the broader backdrop of being increasingly told to avoid trips outside and contact with others. The […]

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 […]

Working remotely has, today, suddenly shifted from a nice-to-know option for many of us – to an essential choice we are nearly all having to make. But what about the technology and devices you are using? Do they work as smoothly outside the comfort of the office? If, for whatever reason, they don’t and you […]

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 […]

This month, we can announce a new feature within the client review process to help you and your firm in more turbulent market times. We have updated our review report template to provide space for your firm’s own market commentary. This provides you with space in the report to outline prevailing market conditions for your […]

The Chief Investment Officer Panel – where leading UK fund managers debate the big issues of the day – is always a real draw at Dynamic Planner’s Annual Conference. This year was certainly no different. On 5 February, fittingly amidst the history and heritage of the IET in London, six CIO’s, or their equivalents, gathered […]

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 […]