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Read more about Smart Strategies for IHT
Smart Strategies for IHT
Posted 02.03.25
Are you prepared for Inheritance Tax (IHT)? Many families in the UK are unaware of how IHT could impact their…
Read more about Money Tips for 2025
Money Tips for 2025
Posted 30.12.24
As we enter 2025, it's essential to take stock of your finances and ensure you're positioned for success in the…
Read more about Markets & Tariffs
Markets & Tariffs
Posted 02.12.24
Thanksgiving week in the US often brings quieter markets, but last week saw notable volatility. Political developments in France weighed…
Read more about Market Trends and Policy Shifts
Market Trends and Policy Shifts
Posted 21.10.24
Last week, financial markets were relatively calm, allowing investors to focus on underlying fundamentals. With no major negative news, attention…
Read more about Quarterly Market Update
Quarterly Market Update
Posted 06.09.24
The Latest Quarterly Market Commentary. Looking back over the last quarter, global equities faced a notable downturn in August, with…
Read more about Embracing the Rebalance
Embracing the Rebalance
Posted 29.07.24
The challenging period for global stocks continues, particularly impacting US mega-caps. While smaller caps show promise, these gains are overshadowed…
Read more about Pension Boosting Tips
Pension Boosting Tips
Posted 20.06.24
Planning for a comfortable retirement requires careful consideration and proactive steps to boost your pension savings. Here are seven effective…
Read more about Markets and Political Sentiment
Markets and Political Sentiment
Posted 28.05.24
Last week, markets saw little movement overall, remaining mostly flat to slightly down. While a surprise election call captured headlines,…
Read more about Middle East Market Insights
Middle East Market Insights
Posted 19.04.24
The Middle East has once again taken centre stage in global news, this time due to escalating tensions between Israel…
Read more about Pound Cost Averaging
Pound Cost Averaging
Posted 17.08.23
In the world of investing, there are numerous strategies investors deploy to maximise their returns. One of the most powerful,…
Read more about Timing Markets
Timing Markets
Posted 19.07.23
With the financial markets often being unpredictable and volatile, the temptation to time the market – selling assets now to…
Read more about Unlocking the Power of Diversity
Unlocking the Power of Diversity
Posted 28.06.23
In the world of investment management, there are different strategies and approaches to consider. One such strategy is the multi-manager…
Read more about Staying Invested: Patience
Staying Invested: Patience
Posted 01.06.23
As investors, we are constantly faced with decisions that can dramatically shape our financial future. From deciding which asset classes…
Read more about Investment Committee 01/09/2021
Investment Committee 01/09/2021
Posted 01.09.21
The last eighteen months have been a rollercoaster ride. Sars-CoV-2 proved to be an unknown quantity that led to multiple…
Read more about The Celtic Digital Seminar
The Celtic Digital Seminar
Posted 22.10.20
This year we are holding are usual client seminar online. It will still feature our Head Economist Chris Bailey and…
Read more about Investment Committee 01/09/2020
Investment Committee 01/09/2020
Posted 01.09.20
The last 3 months from a stock market view in the UK has been fairly flat at time of writing,…
Read more about Investment Committee 01/06/2020
Investment Committee 01/06/2020
Posted 03.06.20
It has been an unprecedented quarter, none of our team have ever experienced anything like it which includes the fallout…
Read more about Chris Bailey – After Lockdown
Chris Bailey – After Lockdown
Posted 01.05.20
I was on one of those dreaded Zoom videoconferencing calls a couple of weeks ago, trying to ensure that my…