Britain’s V shaped recovery is coming under pressure with the rise in virus cases and new regional lockdowns threatening to reverse the recent growth in the UK’s GDP. Households are increasingly fearful over wages and jobs as the furlough scheme…
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We will soon be starting our research and analysis for Edition 34 portfolios, and at this stage we are feeling reasonable positive over the outlook for global equity markets despite the recessionary pressure, unemployment levels and second wave lockdowns. Equity…
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Edition 33 – New Portfolio Selections We are publishing the new Edition 33 of the Estate Capital investment portfolios tomorrow and sending clients either through our new portal, by email or by post our rebalance request. We fully recommend that…
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The steady upward march of global stock markets was brought to a halt last week with the threat of a second wave of coronavirus and a bleak economic outlook hitting sentiment. The past ten weeks has seen a remarkable rebound…
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The Organisation for Economic Co-operation and Development (OECD) has recently predicted that the UK will suffer a greater annual hit on our economy, due to coronavirus, than other leading nations. Their report predicts a -11.5% fall in GDP and up…
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The stalling Brexit negotiations are starting to regain the headlines. There are reports that the European Parliament may veto a deal if there are not sufficient safeguards over the ‘level playing field’ provisions. The EU want any ‘level playing field’…
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May proved to be politically contentious month. The Chinese government moved to effectively end Hong Kong’s autonomy which dramatically heightening tensions between China and both the UK and US. Also, yet another unarmed black American was tragically killed by those…
Read more... Edition 33 – New Portfolio Selections In March, we witnessed an equity market fall of over 30% that matches the falls of the 2008 Great Financial Crisis and the 1917 Spanish Flu crisis. Given the magnitude of lost value, markets…
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The Office of National Statistics (ONS) published the UK GDP growth figures for the first three months of the year. Unsurprisingly the economy contracted by -2% driven down by a record fall of in activity in late March when the…
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