investment Archives - Philip J Milton & Company Plc

Investment psychology and trusts

Brainstorming concept, knowledge sharing

Albeit a little belated, I hope you had an enjoyable Coronation weekend. Whatever your views on the process, no other country in the world can replicate what we can produce so all applause to the thousands involved in whatever way they achieved such a successful event - and a restful holiday weekend, I trust...

UK stock market is one of the best for dividends

Despite the cost of living crisis, high interest rates and ongoing uncertainty, 2023 looks set to be the 'year of the dividends' for investors and in that regard the UK remains one of the best-valued markets around. A recent study of markets by Evelyn Partners said the firm was expecting investors to seek securities yielding...

Latest on the banks crash and why forecasts are unreliable

So, a mini bank collapse (compared to the larger ones) which has passed without significant contagion, saw bank shares across the globe fall in value by $0.5trillion in a week, the most since the pandemic panic. This will affect investors’ portfolios everywhere as banks represent a large portion of market indices too. Goldman Sachs loses...

Spring investments

Spring is in the air! It’s really lovely to see the days drawing-out and some sunshine back. Snowdrops have been lovely this year and the daffodils and other bulbs will be out soon. It’s a year now since Russia invaded Ukraine and we can but hope and pray that something resolves soon over that...

Careful investment and risk

How awful the recent earthquake in Turkey and Syria is. Our prayers and hopefully support go out to those devastated communities not only facing what they have lost but also at a bitterly cold part of the year and for Syria, already reeling from the Civil War there and not recovered. So...

Capital Gains Tax window is almost closed

Time is running out for anyone who wants to make use of the current £12,300 Capital Gains Tax allowance before it plummets to £6,000 at the start of the new tax year this April and then to just £3,000 from April 2024. CGT is a tax on the profit a person makes when they sell...

Will there be a New Year bounce?

This really is a Happy Christmas and a very prosperous New Year! I promise this is my last epistle till 2023.Are we going to enjoy the traditional Christmas and New Year bounce? It’s not encouraging and the portents aren’t favourable but some year-end rebalancing may just give us some good news. Otherwise,...

The science of investment explained

So US inflation is tidier than expected and the NASDAQ rises by 7.5% on the day (as it is hoped further interest rate rises may not happen and indeed the next may be downwards) and a further 2% the next day. The mainstream market likewise rocketed and the US Dollar fell significantly too.Generally, investors...

Seeking out those elusive lost pension pots

Somewhere out there is almost £27billion in ‘lost’ pension pots, according to a recent report. The Times tells us there are 2.8 million ‘missing’ pots out there which highlights the difficulties savers can often face keeping track of what they hold. The startling numbers are based on a report from the Pensions Policy Institute, an industry...

How will the Mini Budget affect your finances?

Markets? We are holding our own reasonably though Mini Budget week was savage and the negativity is continuing. Our hedging Dollar assets rose in Sterling terms and so many ‘value’ equities now are exceedingly attractive, with high dividend incomes.Do we trim some of our Defensive Dollar-based assets now? Growth areas were hit hardest –...

Investment psychology and trusts

UK stock market is one of the best for dividends

Latest on the banks crash and why forecasts are unreliable

Spring investments

Careful investment and risk

Capital Gains Tax window is almost closed

Will there be a New Year bounce?

The science of investment explained

Seeking out those elusive lost pension pots

How will the Mini Budget affect your finances?

Risk Warning

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Philip J Milton & Company Plc

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