Data to 23 January 2026 2026 has begun much as 2025 ended: markets outside the US have taken the lead, supported by improving sentiment, more attractive valuations in select regions, and a rotation in market leadership beyond US mega-cap dominance. While geopolitical developments remain a key feature of the news cycle, equity markets have generally …
2025 was a strong year for global equities, but it was also a year when where you were invested mattered just as much as being invested. Against that backdrop, MGTS Qualis Growth delivered a return of +14.74% in 2025, outperforming the IA Global sector by +3.92%. This outperformance was driven by a combination of deliberate …
This week, we are turning the spotlight onto GWA Asset Management (GWAAM), the team behind the MGTS Qualis Funds. Across the week, we will be taking a closer look at: We will also be sharing commentary from Andrew Alexander, Chief Investment Officer and Fund Manager, to provide deeper perspective on how the funds are navigating …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. New Year’s Review Key Themes After many years of outperformance, US stocks entered 2025 in …
Many of us take steps to prepare for retirement – setting aside savings, managing our Inheritance Tax position, or making Wills. Yet one crucial area often gets overlooked: planning for future care needs. As a society we are living longer. Our families and support networks are more widely dispersed. Navigating the world of care homes, …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. Bull Market Continues Key Themes Stocks had a small dip in November, before recovering back …
Information correct as at 27 November 2025 In her second Labour Budget, the Chancellor for the Exchequer, Rachel Reeves, stuck to the party’s manifesto commitments and didn’t increase the headline rates of tax. No major taxes were impacted but the well-publicised freezing of allowances and rate bands were confirmed having the effect of bringing more …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. Stocks Stumble After US Shutdown Key Themes News that the US government shutdown is nearing …
Pound cost averaging is a phrase which is often used in passing by financial advisers. A little, well-known perk often associated with making regular contributions into an investment. But what does it actually mean? And does it make any difference to our investment returns? Pound cost averaging refers to the ability to benefit from fluctuations …
As financial advisers, we constantly talk about the importance of diversification within an investment portfolio. I’m sure, at times, we sound like broken records! However, this quilt chart below illustrates so simply, just why we go on about it. The quilt chart shows the annual returns for a range of different asset classes across a …
