Case Studies


Asset Intelligence Comment: Budget 2023

By Kel Nwanuforo   It’s the simple questions which often land the best in politics. In 1980, while taking part in a TV debate with his opponent President Jimmy Carter, Ronald Reagan famously asked Americans “Are you better off than …

read more

Spring Budget 2023 – Overview

The key measures in Jeremy Hunt’s Spring Budget announced for England (national variations for Scotland, Wales and Northern Ireland may apply) Wages, pensions and personal taxation The Pensions Lifetime Allowance charge will be removed from April 2023, before the Allowance …

read more

Asset Intelligence Comment: Silicon Valley Bank failure

By Tony Mee Silicon Valley Bank (SVB) was a medium-sized regional US bank that specialised in providing banking services to entrepreneurial technology businesses within the US and UK. On Wednesday 8 March SVB notified the market that it was $2 …

read more

Market Update February 2023

  Information correct at time of recording. Past performance is not a reliable indicator of future performance. The value of an investment and the income from it could go down as well as up. The return at the end of …

read more

Asset Intelligence Comment: Autumn Statement 2022

By Kel Nwanuforo As has become even clearer since it was dissected every which way by the Sunday papers, ‘sunshine and lollipops’ this Autumn Statement was not. Jeremy’s hunt for the UK’s credibility led to the Chancellor announcing a punishing …

read more

Asset Intelligence Comment: Liz Truss resigns – the investor’s view

By Kel Nwanuforo Well, there we have it folks: yet another Prime Minister bites the dust. Liz Truss is headed for the exit door, after less than two months in office. By quite some distance, she will be the country’s …

read more

Asset Intelligence Short update: Pound panic dies down

By Kel Nwanuforo   Britain’s financial markets have witnessed considerable volatility since Chancellor Kwasi Kwarteng presented his ‘mini Budget’ last month. The pound dropped to all-time lows versus the US dollar and government borrowing costs rose sharply, with investors and …

read more

Market Update September

Information correct at time of recording. Past performance is not a reliable indicator of future performance. The value of an investment and the income from it could go down as well as up. The return at the end of the …

read more

Asset Intelligence Comment: Volatility in UK financial markets

By Kel Nwanuforo The economic and market headlines have been gloomy for some months now. However, ever since Chancellor Kwasi Kwarteng delivered his ‘Growth Plan Statement’ last week things have turned downright downbeat. Followers of finance woke on Monday morning …

read more

Asset Intelligence Comment: Growth Plan Statement 2022

By Kel Nwanuforo ‘A new approach for a new era.’   The new Chancellor of the Exchequer, Kwasi Kwarteng, made quite a number of bold statements in his ‘Growth Plan Statement’ – clearly a Budget in all but name. But …

read more