Our January/February 2019 edition of our newsletter is now available. Click here to download the latest issue.
The latest 4 Shires investment commentary is now available! Click here to view the investment commentary online. The topics in this commentary include: US bond market and global valuations Trade War – will Trump settle with China? Vietnam update Bolsonaro and Brazil Venezuela, Maduro and oil Italy and immigration The Italian budget The UK budget […]
We purchased Shire plc at circa £37 per share when rumours broke that Japanese drugmaker Takeda Pharmaceutical Co was interested in taking over the company. On 25th April, Takeda and Shire directors finally agreed on a deal that they were both happy to recommend to Shareholders. The purchase price is in flux, as there are […]
At the time of writing, US 10-year treasury yields have broken through the psychological 3% barrier, currently standing at 3.07%. Perhaps equally as important is the 2-year treasury yield, currently 2.57%. The chart below (source: JPMorgan Asset Management) shows the changing 10-year 2-year spread (which is simply the difference between the two). In recent years, […]
Trusts come in many flavours, all of which may be of some use in wealth planning. This article aims to demystify some of the different types of trusts there are and what they do. Bare trust The simplest form of trust, often used for young beneficiaries, bare trusts allow beneficiaries to access all of the […]