Our Investment Commentary for Q4 2013 (1 October – 31 December 2013)
The fourth quarter rounded 2013 off on a high, with many global equity markets posting impressive double-digit gains for the full year.
The fourth quarter rounded 2013 off on a high, with many global equity markets posting impressive double-digit gains for the full year.
The US equity market reached a record high in November, the S&P500 rising 3%, although the gain for a sterling investor was pared back to just 1% due to sterling strength.
Matthew Clark has just been named a finalist in the national Chartered Financial Planner of the Year Award.
Matthew Clark has just been awarded finalist in the national Chartered Financial Planner of the Year Award.
We are very excited to announce the launch of our new financial planning service for charities in the South West.
The Equity Release Council (ERC) met with MPs and peers on 5 November to examine the current attitudes of older people towards saving for retirement.
The US equity market reached an all-time closing high on 29 October as the US government reached a deal on the debt ceiling.
In a surprise move, Neil Woodford, one of the UK’s best known fund managers, has announced that he will leave Invesco Perpetual in April 2014.
The first Pension Clinic will be held from 9am – 12pm on Thursday 31 October at our office.
We are delighted to announce that Matthew Clark has been named as one of three finalists for the prestigious Personal Finance Society (PFS) Chartered Financial Planner of the Year Award 2013 (Individual).
Looking ahead to the final quarter of the year, we expect to see continued progress in the markets, building on the consolidation of the last three months. As investor confidence returns, we should see demand increase for high quality UK stocks and selected funds, particularly those paying above average dividends by strong profitable companies.
The third quarter began with a strong start to July followed by a period of relative calm in which the FTSE-100 index of leading UK companies hovered around the 6,500 point mark. So, are we finally starting to see some welcome stability return to the markets?