Coronavirus Commentary 27th March 2020
Meanwhile there is mounting evidence that much of Asia has the virus under control and that China is continuing to get back to work. This is happening just as the West is locking down so obviously exports will be impacted for the duration of such. However, it is still good to see that there is economic resurrection post the viral collapse. As we are in the early stages of lockdown it doesn’t seem like it in our daily lives at present, so another perspective is useful.
Commentary, March 2020 Asset Allocation
Since the first meeting of the year in January things have certainly escalated. We were then talking about the initial reaction of equities after the emergence of the virus in China. Now we have seen the virus take hold around the world, with Europe now the epicentre and the US not far behind.
Coronavirus Commentary 19th March 2020
The UK has already pledged £32 billion in immediate relief plus another £330 billion in loan guarantees. The US are proposing over US$1 trillion in relief including direct payments to families. Mortgage and rate relief is also being introduced.
March 2020 Budget Briefing
For the coming year, statutory sick pay will be available to more people and so will some other social security benefits. Business Rates will be reduced or even eliminated for some smaller businesses – at least in the short term. Other immediate support initiatives for smaller businesses include greater access to bank lending, as well as enhancements to the HMRC ‘Time to Pay’ service.
Coronavirus Commentary 13th March 2020
In the West equity markets have fallen more than I thought they would but in China the reaction has, hitherto, been more muted and if anything a little less dramatic than one could have anticipated.
US Research Trip March 2020 commentary
Some heavily indebted companies, mostly within travel related industries, will likely fail but by year end the virus will be another talking point in annual reviews rather than something like Lehman which fundamentally changed the global economy.
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Top 100 Financial Planning Firms 2019
Finalist: Adviser Firm of the Year – South East
Finalist: Financial Advisor Team of the Year 2018/19
Winner: Adviser firm of the year (UK)
Winner: Adviser firm of the year – South East
Top 100 Financial Planning Firms 2018