14 April 2023

Quarterly Investment Strategy

April 2023 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: Letter from the Chief Investment Officer Can the UK escape the economic slow lane? Labour force participation: Where did the workers go? Debt ceiling primer Everything everywhere all at once; Banking turmoil and its aftereffects Inheritance Tax planning …

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A wall won’t stop her

How swimming prepared Ava Ceric for a career in finance “In long-distance competitive swimming, turning directions every 25 yards is the ultimate determiner of who wins the race. The swimming wall can be your asset or liability, depending on how you let it change your momentum,” adviser Ava Ceric said. And she should know. She’s …

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Making a case for an optimistic market and economic outlook

14/04/2023 Key Takeaways Mild recession expected in second half of 2023 10-year Treasury yields are headed lower Equity markets perform well after the Fed’s final rate hike Start me up! This iconic Rolling Stones song keeps racing through our minds as we glance across the investing landscape. Why? Because it feels like the drivers of …

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