Please note with regard our historic news, Oaktree Wealth Management rebranded to Harpsden Wealth Management as of April 2015.
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.
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.
Autumn Budget 2020
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.
Coronavirus – Market update March 2020
Given the latest dislocation in financial markets globally I would like to update you on my thoughts on how I see things developing and what actions I am taking. I would like to say straight away that I am not a virologist and last formally studied biology at age fourteen. However I have, as a […]
Commentary, January 2020 Asset Allocation
Not much has happened since the last meeting at the end of November. Apart from the UK election, the assassination of Iran’s General Soleimani by the US, the outbreak of the coronavirus in China, the signing of Phase One of the Sino-US trade agreement and the impeachment of the US President.
Q4 Commentary, January 2020
I still expect 2020 to be better for the industrial economy than 2019 but the more predictable the outlook for global trade becomes the more meaningful the improvement will be.
Commentary, November 2019 Asset Allocation
Lastly, the other change in investor behaviour of late is that they seem to have fallen out of love with fast growing loss making companies. Privately owned WeWork is the poster child of this ilk
Harpsden Wealth Management in top 100
Harpsden Wealth Management have been recognised in this years New Model Advisor top 100 firms.
Archive Commentaries & Briefings
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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