Rushi Sunak’s “Robin Hood” Budget will work It’s a balancing act Firstly, Rishi Sunak realises that the pandemic has closed down large elements of our economy and that impacts on employees and businesses alike, thus the Conservatives have not been found wanting in their compassion. This is evidenced in Keir Starmer’s attempts to […]
The Kilminster Practice Newsletter 2021 – 4
Despite Covid, we believe 2021 can be a great year The Two main reasons to be optimistic… Firstly the vaccination programme. This proceeds at pace in the UK. Whatever criticism might be levelled by observers of the process (who, by the way, have no role to play except criticise the government’s every move) the vaccination […]
The Kilminster Practice Newsletter 2021 – 3
Coping with the Covid crisis In our two previous articles this week, I have pointed out that I am optimistic about the future and that in every adversity there is an opportunity. (Newsletter 1 here – Newsletter 2 here) Covid has affected our lives in so many ways but if there is an opportunity to […]
The Kilminster Practice Newsletter 2021 – 2
Freedom is what you make of it No triumphalism from us, just our viewpoint on what leaving the EU actually means for the UK. New ways of working, the consequences of Covid-19. This crisis has compelled us to innovate and to adapt to the way we live. It has also accelerated the use of technology. […]
The Kilminster Practice Newsletter 2021 – 1
The Kilminster Practice Newsletter 2021 – 1 We are reviewing all of our clients’ investment funds and meantime are sending three Newsletters in sequence over the next few days touching on the changed circumstance we find ourselves in. They are… “Sovereignty” “Freedom is what you make it” “Coping with the Covid crisis” The first […]
Reasons to be cheerful – Part 2
Reasons to be cheerful – Part 2 – Our update on the news that matters now when investing. The UK The UK’s position today As I write we do not know the outcome of the Brexit talks. It is looking more like a No Deal. This will depress the UK stock market further still until […]
Don’t panic Mr Mainwaring!
As predicted events are causing some stock market turmoil. Three obvious ones are… Covid-19 Confidence in the economy and the government in the UK waxes and wanes. Elsewhere in the world, the data (measured differently in every country) shows the pandemic is entrenched and it will take time to resolve. Trump v Biden – Or […]
Economic Outlook October 2020
US entrepreneurs are in the driving seat. The US election is just under two weeks away but does that matter to stock markets? Yes, it does as the US stock market is the engine, currently, that drives economic opportunity throughout the globe. Over 80% of all the transformational technology being called into action on our […]
Opportunities still abound
Our September Update – Opportunities still abound! Please excuse the “radio silence” since early August. It’s been an interesting but distracting period of six weeks with most stock markets tracking sideways but no shortage of contradictions. We are experiencing an economic period that is almost unparalleled. The impact of the Covid-19 pandemic has upended […]
Reasons to be cheerful
“Yes we can” not “no we can’t” I am reminded that no one ever erected a monument to a critic but in a 24/7 news channel, Twitter, Instagram, LinkedIn and Facebook world suddenly everyone can and does, express themselves and a lot of it is pretty dreary stuff. We are better than that. Finding fault […]