“Nothing to see here” was the first thing that came to mind in the September quarter given how exceptionally strong returns were. But that couldn’t be further from the truth given how action-packed the period was with bursts of heightened market volatility, a...
Most measures were predicted and are beneficial, with the exception being the return to default rate drawdown levels for Account Based Pensions. This will force retirees to draw a higher income than what they may need from their retirement nest egg. Pleasingly surplus...
The COVID collapse in markets in March 2020 has not only fully recovered, the US market is now higher than it was pre-crash. This is an incredible rebound, however we remain cautious as valuations are now stretched (share prices may be expensive). Existing portfolios...