You don’t have to be old – a story about me
8th November 2019
Two events five years apart have shaped the person I am today. Some of you may know that in June 2014, as a fit and healthy 37-year old, I was…
You don’t have to be old – a story about me
8th November 2019
Two events five years apart have shaped the person I am today. Some of you may know that in June 2014, as a fit and healthy 37-year old, I was…
In two client meetings last week I suggested something that led to the same reply: “I never thought of that”. Client One is being made redundant. The first £30,000 of…
The Sunday Times vs St James’s Place
16th September 2019
*** If you have an SJP portfolio and want a second opinion, phone Philip at Chatfield on 0330 555 2575. It’s highly likely your SJP investments and pensions cost you…
Neil Woodford and Story Telling
2nd July 2019
Neil Woodford is one of the UK’s best-known fund managers. Thousands and thousands or ordinary investors, as well as some local authority pension funds, have trusted him with their cash…
On a one-year basis, whether the global stock market goes up or down is pot luck. A correction of say, 20% can happen at any time and that makes a…
A tax rise in all but name
26th February 2019
Inheritance tax, even though only one in 25 estates are subject to it, is probably the most loathed tax levied in this country. That is clearly understood by nearly every…
This is an excellent article from Elena Popina at Bloomberg from the end of December 2018 explaining how recent stock market volatility is perfectly normal and has happened many, many…
Prediction versus Preparation
19th November 2018
I’m often asked to make predictions, mostly about the direction of the world’s stock markets. Sometimes I’ve been asked about interest rates and a few times about inflation, but mainly…
The World Map
1st November 2018
This is a world map distorted to show the value of each country’s stock market. It does not represent the size of each country’s economy – economies and stock markets…
Since the end of September, the FTSE100 has fallen by around 7% and by just over 10% since it peaked in May. Similarly, the S&P500 has fallen around 6%…