Knowledge hub
Investment research tips in a world of fake news post image Investment research tips in a world of fake news
In a world where fake news threatens to supplant the truth, telling one from the other is becoming increasingly tricky. So how do investment analysts ensure the information they gather is accurate?
Should we be concerned about a slowing economy? post image Should we be concerned about a slowing economy?
It’s safe to say investors have enjoyed a positive 2019, so far. But with several key nations including Germany, UK, Canada, South Korea, China and Japan predicting weaker economic conditions, and growth in the US economy looking set to slow, should we be concerned, or is this the opportunity we’ve been waiting for?
7 facts you didn't know about the London Stock Exchange post image 7 facts you didn't know about the London Stock Exchange
The London Stock Exchange has grown into arguably the world’s greatest financial market since its birth in a 17th century London coffee house. It’s a place where companies go to raise capital to fund expansion and create jobs. But how much do you really know about it?
How to get the most power out of your pension post image How to get the most power out of your pension
Of all the tools you can use when planning your retirement, the pension is undoubtedly the one to keep your savings plan fully charged.
Market Outlook: June post image Market Outlook: June
As we find ourselves almost halfway through the year, the volatility we experienced at the end of 2018 is not only a distant memory but could also prove, with time, to have been the shock markets needed to adjust their expectations in line with reality.
An overview of the tapered annual allowance post image An overview of the tapered annual allowance
The tapered annual allowance came into being in April 2016, and since that time, more and more high income individuals are feeling the effects. 2019/20 is the first tax year when higher amounts of unused annual allowance from the pre-taper years will not be available to carry forward. Here we highlight the key things to consider when calculating your tax liabilities.
Market Outlook: May 2019 post image Market Outlook: May 2019
Since the start of the year, equity and bond markets have continued to recover the losses experienced at the end of 2018, and the global economy is enjoying low unemployment and good (albeit slowing) earnings growth. While we can appreciate these positive conditions for now, it’s our job to look ahead, identify potential risks and position client portfolios accordingly.
Sanlam UK acquires Thesis Asset Management post image Sanlam UK acquires Thesis Asset Management
Sanlam UK, part of the international financial services group Sanlam Limited, has today announced the acquisition of the Thesis Asset Management (Thesis).
“Everything you do has met or exceeded our expectations. Our financial planner is very professional and friendly – we just feel that we can trust Sanlam.”
Client 2018 client satisfaction survey
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The value of investments and any income from them can fall and you may get back less than you invested.