*June’s Vlog*
In this month’s Vlog, as usual Director Matthew Smith provides updates on the market and the performance of the Buckingham Gate Portfolios. Matthew also explains some changes that have been made to the Buckingham Gate Portfolios recently and lastly he addresses the speculation in the news surrounding pension tax relief potentially being reduced. We hope you enjoy!
I read an interesting article the other day that mentioned that retail (i.e. personal) investors now own over 35% of US stocks and account for more than 1/5th of all trading activity.
Financial planning is an industry that tries to make the complicated more simple but I always tend to find that it fails to do that in the realm of investing sustainably. In writing this article I had to consider what to put in my title: green, ethical, sustainable, responsible, socially responsible, ESG, impact, thematic… the list goes on! How then can we go about breaking down the differences to make it easier for everyone to understand and more importantly: to provide solutions in line with people’s views.
– Market Performance Update
– Buckingham Gate Portfolio Performance Update
– Crypto Currency – Our Thoughts
– Office Reopening – Our ‘Roadmap’
You may recall I wrote a blog back in the middle of 2020 (doesn’t that feel like a long time ago now!) about designing how you want your life to look as we emerge from lockdown. Of course in hindsight, it seems I was a little naïve to think that lockdown was ‘over’ at that point.
– Market Performance S&P 500 FTSE 100 MSCI World
– Buckingham Gate Portfolio Performance
– Crypto Currency
– Our Thoughts
– Buckingham Gate Office Re-opening – Our ‘Roadmap’
There seems to be a bit more of a buzz around the place in the past few weeks. Since the 12th of April and the reinstatement of at least a couple of our (previously taken for granted) freedoms, I detect a sense of joy and optimism in people who I meet.
Topics Discussed:
– Market Update
– Buckingham Gate Portfolio Performance
– Budget Outcomes
– Tax Day Outcomes
A few client conversations have highlighted the importance to me this week of what I call ‘the final 5%’.
We recently came across this very interesting report written by Timeline App which we thought might be of interest to you. Click here to download.
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