Annual Market Review 2024
Annual Market Review 2024 Here’s a breakdown of what happened in 2024 . This is for those of you interested...
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Market Insights
Market Insights: The Value of Stocks around the World
MARKET INSIGHTS: THE VALUE OF STOCKS AROUND THE WORLD This infographic seems to be a favourite at client meetings as...
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Market Insights: Value can pop without a Growth drop
MARKET INSIGHTS:VALUE CAN POP WITHOUT A GROWTH DROP Growth stock stories can be compelling for investors – and make for...
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How much impact does the US President have on US Stocks?
MARKET INSIGHTS: HOW MUCH INFLUENCE DOES THE US PRESIDENT HAVE ON US STOCKS? In anticipation of tonight’s Presidential Debate there...
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Market Insights: It’s not as bad as you think
MARKET INSIGHTS: IT’S NOT AS BAD AS YOU THINK There’s been lots of excitement in the Olympics and also recently...
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Market Insights: Markets tend to disregard UK General Elections
MARKET INSIGHTS: MARKETS TEND TO DISREGARD UK ELECTIONS As we have all noticed in recent weeks elections generate lots of...
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Market Insights: Think twice about chasing the biggest shares
MARKET INSIGHTS: THINK TWICE ABOUT CHASING THE BIGGEST SHARES Sometimes it’s a matter of context and history. Looking at the...
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Early Gifting of part of your Inheritance
If you were to gift part of your inheritance early to a family member what concerns might you have?
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2022 Investment Summary
We have put together some interesting numbers and reflections on 2022 which has been a roller coaster year!
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UK Inflation and Interest Rate Expectations
We are often asked about Interest rate expectations given that many of our clients have mortgages...
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Coleridge Capital Model Portfolio Service
We have formed an Investment Committee and Model Portfolio Service with M&G for the benefit of our clients...
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The Devaluation of Cash
10 years from Dec 2009 UK Retail Price Index rose +33.9% compared to the return on cash of +5.1%
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The not so mini budget
Kwasi Kwarteng definitely hit the ground running with the largest tax cuts in a Budget since Anthony Barber 50 years...
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Market Insights: Staying the Course
MARKET INSIGHTS: STAYING THE COURSE There is a lot of negative sentiment around at the moment and it seems hard...
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