Tag Archives: investment research

Cash may not be King

Please click on the link below to view our latest report for September & October 2018. Please click here to view and download the report. This edition contains a number of different articles to help you successfully grow and protect your wealth. Topics in this latest issue include: Later Retirement Pension savers risk a significant […]

Back to the Future

Please click on the link below to view our latest report for July & August 2018. Please click here to view and download the latest issue. This edition contains a number of different articles to help you successfully grow and protect your wealth. Topics in this latest issue include: Back to the Future: Visualising what […]

Wealth Matters: Stock Focus

Shire plc 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 2018, Takeda and Shire directors finally agreed on a deal that they were both happy to recommend to Shareholders. The purchase price is in flux, […]

Wealth Matters: US Treasury Yields

As at 22 May 2018, 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%. 10-Year 2-Year Spread The chart below (Source: JPMorgan Asset Management) shows the changing 10-year 2-year spread (which is simply the difference between the two). […]