The Market Review: 26 June 2023
Written by Nathan Sweeney – CleverMPS Portfolio Manager & Marlborough’s CIO – Multi Asset, the Market Review is packed with the most interesting and impactful events of the past week from the...
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Jam today, Bread tomorrow
The allure and illusion of high returns on cash in the short-term, trying to time moving money in and out of the market, and the risks this presents to long-term portfolio returns. During periods of...
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The Market Review: 10 July 2023
Written by Anthony Walters – Clever‘s Head of ESG & Christos Chountoulesis our Investment Analyst, the Market Review is packed with the most interesting and impactful events of the past week from...
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US Inflation Takes a Dive to 3% in June
The Fed’s success amid global contrasts US inflation took a significant dive to 3 percent in June, resulting in a weaker dollar and highlighting the Federal Reserve’s relative success in tackling price...
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A Look Back At Markets in June 2023
Written by Anthony Walters, Clever’s Head of ESG, this monthly market review offers insights into the most notable and impactful events in global financial markets over the last month. Markets are...
View ArticleThe Market Review: 17 July 2023
Written by Anthony Walters – Clever‘s Head of ESG & Christos Chountoulesis our Investment Analyst, the Market Review is packed with the most interesting and impactful events of the past week from...
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UK Inflation Drops to 15-Month Low
Encouraging News: UK Inflation Hits 15-Month Low, Paving the Way for Favourable Interest Rates and Market Optimism UK inflation dropped to a 15-month low of 7.9% in June, surpassing expectations and...
View ArticleThe Market Review: 24 July 2023
Written by Anthony Walters – Clever‘s Head of ESG & Christos Chountoulesis our Investment Analyst, the Market Review is packed with the most interesting and impactful events of the past week from...
View ArticleJargon Busters: What is self-attribution bias?
Self-attribution bias is a cognitive bias – a thought process caused by our brain’s tendency to view new information and experiences through a lens (or filter) of our previous learning and experiences....
View ArticleThe Market Review: 31 July 2023
Written by Anthony Walters – Clever‘s Head of ESG & Christos Chountoulesis our Investment Analyst, the Market Review is packed with the most interesting and impactful events of the past week from...
View ArticleUK Interest Rates Rise by 0.25%
The Bank of England has opted for a cautious and measured approach by raising interest rates by 0.25 percentage points, reaching a level of 5.25 percent. This decision reflects the bank’s commitment to...
View ArticleThe Market Review: 07 August 2023
Written by Anthony Walters – Clever‘s Head of ESG & Christos Chountoulesis our Investment Analyst, the Market Review is packed with the most interesting and impactful events of the past week from...
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A Look Back At Markets in July 2023
Written by Anthony Walters, Clever’s Head of ESG, this monthly market review offers insights into the most notable and impactful events in global financial markets over the last month. Broad rally for...
View ArticleThe Impact of Fitch’s Downgrade of the US’s Credit Rating on Investing
The recent downgrade of the United States’ credit rating by Fitch has sparked concerns among investors and financial markets. As one of the top three credit rating agencies, Fitch’s decision to lower...
View ArticleThe Market Review: 14 August 2023
Written by Anthony Walters – Clever‘s Head of ESG & Christos Chountoulesis our Investment Analyst, the Market Review is packed with the most interesting and impactful events of the past week from...
View ArticleUK Inflation Falls
The UK’s annual inflation rate took a notable dip, falling to 6.8% in July from June’s 7.9%. This drop can be attributed to a decrease in energy prices over the last year, resulting in the smallest...
View ArticleThe Impact of UK Inflation Drop on Investing in the Markets
In recent months, the United Kingdom has experienced a significant drop in inflation, with the consumer price index (CPI) falling to 6.8% in July from 7.9% in June. This decrease in the rate of price...
View ArticleThe Market Review: 21 August 2023
Written by Anthony Walters – Clever‘s Head of ESG & Christos Chountoulesis our Investment Analyst, the Market Review is packed with the most interesting and impactful events of the past week from...
View ArticleThe Market Review: 29 August 2023
Written by Anthony Walters – Clever‘s Head of ESG & Christos Chountoulesis our Investment Analyst, the Market Review is packed with the most interesting and impactful events of the past week from...
View ArticleWriting Effective Suitability Reports: Best Practices and Tips
As you know, suitability reports play a crucial role in demonstrating that the advice provided to clients is tailored to their individual goals, objectives, and circumstances. These reports meant to...
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