Our investment commentary for Q3 2018 (1 July – 30 September)

Quarter 3 saw the US bull market continue to rally boosted by tax cuts and fiscal stimulus. The Fed’s continued quantitative tightening led to a rise in the price of the dollar which then spelled trouble for emerging markets who borrow in dollars. We saw a significant outflow of investments away from them following China’s […]

Older Person’s Information Day 2018

Last Friday we were delighted to have been invited to exhibit at the Home Instead Older Person’s Information Day in Budleigh Salterton to talk to visitors about care-fee planning, pensions, inheritance tax, investments and equity release mortgages. The day included talks and exhibitors from a variety of organisations, including, Devon County Council, the Alzheimer’s Society, […]