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GilesSmith Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. Firm Reference Number 709493. Registered in England. Company Number OC400213

01243 271 291 (9am—5pm Weekdays)

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Key Themes – April

In general, our managers are still constructive on the overall growth picture but are conscious that growth is slowing from what has been an exceptionally high level. None of our managers are forecasting a recession scenario and some feel that the growth slowdown seen in Q1 was more due to transitory factors. The US is…

Key Themes – March

Markets have staged a partial recovery, regaining some of the ground lost in the correction at the beginning of February. The catalyst for the sell off, the move up in American wage inflation, has, upon reflection, been taken as evidence of a resurgent economy and with the US due to benefit further as the recent…

Key Themes – February

In general, our managers have shown a real consensus view believing that the recent sell off in markets was a correction rather than a signifier of something more sinister. They do not see a recession scenario for 2018 and certainly do not envisage another financial crisis. Our managers are comforted by the strength of the…

2018: Politically Poor, Economically Healthy

Last year investors looked through the political noise. Uncertainties, such as, ‘America First’ trade reforms from US President Donald Trump, the rise of populism in Europe, uncertainty in North Korea and fraught Brexit negotiations, had little real impact on investors. Price volatility remained at low levels by historic standards and stock markets pushed to new…

Key Themes – December

The theme of rising interest rates (in the US and UK) and a general move towards monetary tightening to a lesser degree in Europe and Japan initiated last month has inevitably carried forward into December. However, central banks are providing clear signals about rate rises and the shift towards unwinding QE in the US is…

Key Themes – November

Equity markets remain in an upswing but fixed income markets have started to encounter headwinds this year. The first headwind for bond investors is from greater synchronisation of global economic growth noted by the OECD which points to 45 out of 45 countries now enjoying growth. Coordinated action by central banks, which has produced this…

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