Unless you’re an expert, most people find financial jargon overwhelming. Some of the terms used are particularly hard to understand and can be the first stumbling block when trying to organise your money. Financial jargon can be a key reason why many people don’t feel confident managing their finances, setting up personal pensions or claiming …
Stocks Surge Despite Oil Supply Concerns – 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. Key Themes Stock markets have risen strongly since …
Stocks Rise on Middle East Ceasefire – 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. Key Themes The number of ships passing through …
As financial advisers, we often work with clients who hold assets in trust, typically cash or investments. These are assets that someone has chosen to gift, not directly to another person, but into a trust. The reasons for doing this vary, but there’s usually a common theme: control. A trust allows someone to make a …
Markets Upended By Middle East Conflict – Bonds have also declined, due to the uptick in inflation that is likely to follow. Most stock markets have declined between 5% and 10% since the US & Israel attacked Iran on 28 February. Please note that the content of this review should not be considered as investment …
Stocks Rise Despite Software Struggles 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. Key Themes Stocks started the year with gusto and many …
Data to 23 January 2026 Bond markets have started 2026 in a way that total return investors will recognise: income has been supportive, but price moves have been choppy, driven by shifting rate expectations and periodic risk-on/risk-off swings. After a strong year for many risk assets in 2025, markets have entered the New Year with …
2025 was another reminder that defensive investing isn’t about avoiding risk altogether, it’s about choosing the right risks and combining them in a way that delivers a smoother investor journey. Against a backdrop of shifting rate expectations, uneven inflation data and frequent market mood swings, MGTS Qualis Defensive returned +8.28% in 2025, outperforming its benchmark …
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 …
