Navigating the financial markets for charities

Has your charity considered investing its money? If not, it is worth reviewing – as long as you follow the correct guidance, investment creates opp...

• 8 August 2024
• | Graham Clark
• | Phillip Ross

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Q2 Market Commentary 2024

Over the second quarter of 2024, investor focus has remained on inflation and interest rate policy on each side of the Atlantic. Artificial Intelli...

• 31 July 2024
• | Dale Smith

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Q1 Market Commentary 2024

The first quarter of 2024 has remained focused on inflation and interest rate policy on each side of the Atlantic. The previous market view ‘higher...

• 6 May 2024
• | Dale Smith

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Q4 Market Commentary 2023

Over the final quarter of 2023, inflation and interest rates expectations flipped from the view of ‘higher for longer’ to possible hold or easing. ...

• 31 January 2024
• | Dale Smith

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Navigating the changing terrain of Capital Gains Tax

Any gain above the CGT allowance is charged at the rate of either 10% or 18% for basic rate taxpayers, and 20% or 28% for higher or additional rate...

• 15 January 2024
• | Jamie Brown

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Q3 Market Commentary 2023

Over the third quarter of 2023, inflation remained elevated in the west with interest rates matching suit. The market narrative in the US flipped f...

• 30 October 2023
• | Dale Smith

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