Investment News

  • What is going on at Deutsche Bank?

    Deutsche Bank Financial Security

    We asked our tame analyst, Steve Williams, for his thoughts about Deutche Bank, liquidity and patterns on 3rd October:

    In the good old days, when large financial institutions were on the brink of collapse they were bailed out. Cast your mind back to 1…

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  • Why is my property fund suspended?

    Property fund suspended

    This blog post is for you if you would like a ‘plain English’ explanation of the property fund suspensions, levies, postponed surrenders and property fund penalties that we have heard about recently.  

    In early July, property funds began to announce s…

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  • Brexit investment update from Flora, Laura and Mal to our clients

    The news this morning has shocked stock markets and we understand that you will want to know how your investments will be affected.

    You might be wondering if you should sell out until the trouble blows over.  We expect lots of ups and downs in the nex…

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  • Cazenoves Fund Changes now that Schroders are in charge


    Now that Schroders are in charge, they have now turned their attention to making changes to their range of UK OEICs and unit trusts.

    Some of the fund names have changed, for example, the Strategic Bond funds are now named ‘Strategic Credit funds’.


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  • Cazenove’s UK Smaller Companies Fund – Closed to new business


    You may have received a letter about your investment in Cazenove’s UK Smaller Companies Fund.  Skandia were first out of the blocks, sending out their letter on 27th December 2013.  Cofunds and Fidelity customers were notified in late January with a fe…

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  • Check here for investment news

    We are starting an new category  to our website blog,  investmentnews.   Check here for Check here for investment news

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  • January Market Commentary

    ‘2013 was a good year for Greece’ – some unexpected words to start our first bulletin of the year with, but among some truly impressive stock market performances in 2013 the Greek index was up 27% to close at 1,163. It’s perhaps still not the place whe…

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  • Happy New Year

    Happy New Year and welcome to our first newsletter of 2014!

    After a fantastic 2013, we’re looking forward to another great year here, with plenty on the horizon for all of us over the next 12 months.

    With an election year coming in 2015, it’s likely …

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