In his spring budget for 2023 the UK chancellor Jeremy Hunt unveiled a major policy change surrounding pensions - the complete abolishment of the Lifetime Allowance (LTA)
US consumer prices surged in April as the economic recovery picked up, reflecting surging demand as the pandemic eased and higher prices due to supply bottlenecks.
There has been a lot of chatter regarding Biden's proposed tax increases as he will address Congress on Wednesday. The speech could be accompanied by the release of Mr. Biden’s American Families Plan which is the second part of his infrastructure proposal and is likely to be accompanied by a new set of tax increases including taxes on capital gains, individual income, and estates.
Stocks have been off to a rocky start in 2021 due to a faster than expected rise in US interest rates. What does this mean for your portfolio?
After the stellar returns in 2020 of US equity markets, we believe investors are starting to look outside of the US equity markets for investment opportunities and we see Emerging Markets (EM) being the clear winner in international markets.
Small-caps underperformed large caps by 33% from June 2018 through the March 2020 lows, as measured by the Russell 2000 Index; however, historically, small-caps have outperformed coming off major bear market bottoms and recessions. Small-caps are beginning to signal that this streak of underperformance might be ending, which begs the question, “Is now the time to buy small-caps?”.
US presidential elections can be tough on the nerves; however, the 2020 election appears to be the toughest in modern history. Politics can bring out strong emotions and biases, especially as we are amidst the most impactful pandemic in over 100 years.
More than 10m individuals in the UK with traditional final salary-style retirement benefits would be £30,000 worse off under proposals to change the way annual pension increases are calculated, according to new analysis.
The business cycle reflects the collective fluctuations in economic activity, which can be a determinant of sector performance and provide investment opportunity over the intermediate-term.
In this technology and media driven era, it can be difficult to stay focused on long term investment objectives with all the noise of short-term volatility in the markets. The most effective approach to reaching investment goals is to remain calm during market swings and to have a disciplined, mapped out course of action.
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