Executive Wealth Management Ltd

17/08/2023

Check out our latest market update from Fairstone Portfolio Manager Imogen Hambly.

🎧Listen to the podcast ➡️ https://rb.gy/uzsbl

or

📖Read the update ➡️ https://rb.gy/2jzwg

Summary:
➡️ July saw positive returns across global equity markets
➡️ Asian and Emerging Markets equities benefitted from improving sentiment towards China
➡️ Government bonds continue to underperform

26/07/2023

Our latest market update is out now.

Fairstone's Head of Portfolio Management, Oliver Stone, breaks down June's market trends. https://rb.gy/6r71t

Summary:
➡️June saw better equity performance, with the US outperforming
➡️Government bonds underperform
➡️Opportunities in UK assets

19/06/2023

Our latest market update is out now.

Fairstone's Head of Portfolio Management, Oliver Stone, breaks down May's market trends. https://tinyurl.com/ycyzyjef

Summary:
➡️May saw divergent equity market returns
➡️The pound strengthens again as inflation surprises
➡️Gilts perform poorly

18/05/2023

Our latest market update is available to read here https://tinyurl.com/3xmp35yh

Summary
➡️April saw a calmer month for news flow
➡️UK equity returns were particularly impressive
➡️Bond returns were mixed

27/04/2023

Our latest market update is available to read here https://tinyurl.com/fsfvfvur

Summary
➡️March saw stresses appear within the banking sector
➡️Financial markets remained resilient
➡️Data continues to indicate an easing in headline inflation, but financial conditions remain tight

20/03/2023

Our latest market update is available to read here https://tinyurl.com/ycks2efz

Summary
➡️ February saw an unwinding of January’s strength
➡️ UK equities outperform, Chinese equities underperform
➡️ More positive economic data raises risks of tighter conditions

16/03/2023

15/03/2023

Take a look at the key points of interest in Chancellor Jeremy Hunt's Budget unveiled today from a financial planning perspective ➡️ http://bit.ly/40aQTPG ⬅️

The impact on personal allowances

10/03/2023

⏰Time is ticking…⏰

With tax year end approaching, it's important to prioritise your personal tax planning.

Please contact us if you wish to discuss using any remaining reliefs, allowances, and exemptions.

08/03/2023

💜Happy International Women's Day 💜

A day dedicated to celebrating the great achievements of women from across all industries and backgrounds.

We would like to recognise these five women who continue to make a positive difference by supporting our clients and contributing so much to our business.

21/02/2023

The clock is ticking...

Have you utilised all your tax reliefs and allowances?

Please contact us if you wish to discuss using your ISA allowance before April. Remember with the ISA allowance, it is a 'use it or lose it' allowance!

Time for a tax health check?

14/02/2023

Read our latest market update here https://tinyurl.com/33xn8z9z

Summary
- January’s market returns near-universally strong
- Driven by more positive macroeconomic sentiment
- Downside risks remain