In the community- Ribble Valley Wealth managers


  • Raymond James Ribble Valley Challenges & opportunities Investment market commentary - Jan 2022 Challenges and Opportunities January 25, 2022 Whilst the application of many millions of booster jabs have given a strong protection against the Omicron variant, offering the hope of COVID normalisation, global financial markets have not had a positive first few weeks of 2022. Continue Reading
  • Investment strategy quarterly - 2022 outlook - Raymond James Ribble Valley 2022 Outlook January 6, 2022 Athletes at the Olympic Winter Games will either taste the thrill of victory or the agony of defeat. The same can be said for investors, as the easy victories over the last two years will become more challenging and hard fought in the year ahead. Continue Reading
  • Raymond James Ribble Valley - In the month before Christmas - Invesmtent market commentary - Dec 2021 In The Month Before Christmas December 2, 2021 The key for writing any monthly report is not to do it too early, especially during the end of November which saw the word Omicron become much better known than just by followers of the Greek alphabet. Whilst progress against COVID-19 challenges have helped almost all developed market stock markets generate attractive returns year-todate, many indices fell during the second half of November following concerns about the new virus strain. Continue Reading
  • Raymond James Ribble Valley Remember, Remember The Importance of November. Monthly market commentary - November 2021 Remember, Remember The Importance of November November 9, 2021 October was generally a positive month for global equity markets, helping to push many developed market indices to new 2021 highs. Whilst COVID-19 challenges remained material and new concerns about gas prices, petrol availability and general delivery concerns became more apparent during the month, so far the average third-quarter corporate earnings season number has been taken well. However, most fixed income markets have continued to struggle this year, even if many 10-year bond yields have not yet returned to levels seen earlier this year. Continue Reading
  • Raymond James Ribble Valley Budget newsletter - November 2021 Budget Newsletter November 5, 2021 Less than eight months ago, Rishi Sunak presented a Budget that was anticipating the ending of the pandemic’s impact on the UK economy. He announced extensions and end dates for the furlough scheme, the self-employed income support scheme, reduced VAT for hospitality and the £20 a week uplift to Universal Credit. To finance some of that expenditure, the Chancellor also revealed a 6% increase in corporation tax, deferred until 2023. Continue Reading
  • Raymond James Ribble Valley Investment Strategy Quarterly - The World Awakens. THE WORLD AWAKENS October 7, 2021 As we sit atop our prosperous peak, admiring the views of the fastest economic growth since 1984, the best start to a bull market, and the record-breaking quarter of earnings growth, it’s wise to remember that not too long ago we began our uphill journey from the depths of the COVID-19 ravine. Often, the best views come after the hardest climbs. So now it’s time to catch our breath and peer over the horizon at what’s to come as we begin our descent from this peak. However, just as the summit of one mountain can become the base of another, the investment landscape goes on indefinitely, which makes adhering to a disciplined investment strategy of the utmost importance. Continue Reading
  • Raymond James Ribble Valley Monthly Market Commentary - September 2021 End Of Summer, But Not The Year September 8, 2021 Hopefully you enjoyed a good summer break. August was another positive month for many financial markets, with one pan-European (including the U.K.) index achieving a seventh consecutive advance. Whilst 2021 started with material concerns about COVID-19 challenges, limited vaccination numbers and widespread lockdowns, progress has been made on all fronts. No doubt the late August news that seven further countries have been added to the U.K.’s green travel rules, will further boost hopes that a return to previous norms are closer. Continue Reading
  • Raymond James Ribble Valley Monthly market commentary - August 2021 Summer Surprises August 3, 2021 For most investors focused on the U.K., Europe and/or the United States, July was far from an unattractive month in all but a minority of equity sectors. This pleasingly allowed a further building of year-to-date returns. Meanwhile bond market yields generally tightened further. Although fixed income markets remain on average dull performers in 2021, performance has improved in recent months. Continue Reading
  • Raymond James Investment strategy quarterly. Investing is not a trivial pursuit. Investing Is Not a Trivial Pursuit® July 7, 2021 Americans, bored in their COVID-induced ‘bubbles,’ turned to board games for fun last year, boosting sales 300%. They rolled the dice, drew the cards, and buffed the skills of cooperation, problem solving, emotional intelligence, and reflective logic — the same competencies critical to successful investment strategies. So, we couldn’t help looking back nostalgically to our favourite games — and probably yours — as we look forward to crafting a sustainable investment game plan. Continue Reading
  • Stay optimistic Raymond James Ribble Valley. Investment market commentary Stay Optimistic June 2, 2021 The fifth month of 2021 will not go down as an important month for global investors. Most equity and bond market investors made some positive - but relatively modest - gains during May. And whilst COVID-19 vaccination progress across many countries has been notable over recent weeks, the general economic outlook across the U.K., United States and Europe has recently improved. Certainly underlying confidence for the rest of this year and into 2022 has improved over recent weeks. Continue Reading