The M&G Property fund has suspended redemptions again. The fear of which fund will suspend next, may become a self-fulfilling prophecy for investors. We suggest investors review their portfolios for other funds that may be at risk.
We do things differently this month by providing a longer market update and look ahead to the upcoming new year (and beyond); Will the UK property market pick up? Will we ever see a resolution on Brexit? Where to invest, US or Europe? Daniel Greenhough and Mike O'Sullivan break things down for us.
The closing of the Woodford Equity Income fund is big news, affecting lots of people who decide to invest on a DIY basis. Here’s our take, and a couple of the lessons learnt.
Qiaojia Li, CEO and co-founder of new wealth management firm Rosecut, talks to CREALOGIX about her ambitions to redefine wealth management and use an AI-driven platform to provide the currently under-served middle market with high-quality, bespoke advice.
Our in-house portfolio manager Daniel Greenhough and advisor Michael O'Sullivan discuss stock market movements into year end, the latest on the trade dispute between China and the US, British currency gaining strength as a result of a potential EU Deal and the possibility of a Christmas Rally.
We have outlined the five essential questions you need to ask before you pick a wealth manager. We also share a few tips on things to watch out for, to enable you to make an informed decision on managing your investments and financial plan.
We review the importance of understanding your wealth personality and explain the importance of goal setting for your finances. Here we will compare the most usual styles, legacy and freedom mindsets.