Brexit Investment Update – “Keep Calm & Carry On Investing”

The result of yesterday’s referendum on whether the UK should stay within the EU led to a narrow victory for the Leave campaign. Whilst the polls had indicated that the voting would be close, there had seemed to be a growing consensus that the result would be to remain and this was effectively priced in to stock, bond and currency […]

How Windy Is It . . . ? Monday, 20th June 2016 – No.184

How windy was it last week?
We all expected last week to hit fever pitch, with the last full week before the referendum campaigning machines of both parties hitting full steam. Tragically, no-one foresaw the devastating murder of Jo Cox, the Labour MP for Birstall. Quite rightly, the campaigning was suspended for both parties, as the country became united in grief […]

How Windy Is It . . . ? Monday, 13th June 2016 – No.183

Is the glass half full or half empty?
Last week investors decided that the glass was definitely half empty. Global markets were still digesting the weak May employment figures, a paltry 38,000 new jobs versus expectations of 160,000 seemingly postponing an expected June tightening by The US Federal Reserve. Fed Chair Janet Yellen seemed to support this stance in a speech […]

How Windy Is It . . . ? Monday, 6th June 2016 – No.182

Will they or won’t they?
One of the observed behavioural finance traits is that people place too much weight on the most recent piece of information rather than looking at longer term data and reviewing the latest piece in context of that longer term. Last week was dominated by a number of potential hurdles for markets to jump. Some passed without […]

How Windy Is It . . . ? Tuesday, 31st May 2016 – No.181

How windy was it last week?
It had been a lacklustre month for May and those following the sage advice of “sell in May and go away” were probably feeling fairly smug.  Until last week that is.  The main stock markets around the world turned positive for the month and it looks like “keeping calm and carrying on investing” might be […]

How Windy Is It . . . ? Monday, 23rd May 2016 – No.180

How windy was it last week?
The forecast for much higher winds was signalled last week.  The Federal Reserve released the minutes from their April meeting, which delivered a surprise to the markets.  The tone was distinctly upbeat and the odds of an interest rate rise in June soared; according to the minutes, the conditions needed for a rate rise in […]

Growing the Beaufort Group

From our vision in 2012, the Group comprising of Beaufort Financial Planning and Beaufort Investment Management has expanded from three appointed representative firms to nine, with 35 registered individuals advising some 12,000 clients.  This achievement has been recognised in the IFA sector and Andrew Bennett, Group Chief Executive Officer, talks about the further acquisitive growth plans for the next five […]

How Windy Is It . . . ? Monday, 16th May 2016 – No.179

How windy was it last week?
It was a week that contained a lot of hot air, but nothing really happened.  All the dialogue was about risk and uncertainty, as we have policymakers around the globe retreating to provide more stimulus in the face of unsteady political environments (UK, Spain, Germany and US to name but a few).  This could explain […]

How Windy Is It . . . ? Monday, 9th May 2016 – No.178

How windy was it last week?
It was windy.  It was centred around the increasing risks surrounding Europe and the difficulty in pricing those risks.  You are spoilt for choice on the uncertainty front with the Brexit vote on 23rd June, the rapid decline in Angela Merkel’s approval rating in Germany, the unstable coalition in Spain, the backtracking of structural reforms […]

How Windy Is It . . . ? Tuesday, 3rd May 2016 – No.177

How windy was it last week?
Calmer than was expected, especially as we were dealing with a week dominated by central banks.  The Federal Reserve led the way last week and was suitably cautious in its forecasts, maintaining the approach of a lower for longer environment for short-term interest rates.  Expectations were indeed for maintaining the status quo, however the most […]