Looking back at the markets in Q2, global equities advanced, supported by the accelerating rollout of vaccines. As of mid-June, vaccination rates are close to 50% in the…
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Looking back on 2020, only four sectors in the Investment Association lost money during the year. They were UK All Companies, UK Equity Income, UK Equity & Bond…
Separated from the Spring Budget 2021, 23 March became labelled as ‘Tax Day’. With Rishi Sunak’s aim of the day to give room for the scrutiny of UK…
The structure of this Budget, like its predecessor, was driven by the pandemic’s impact on the economy. With some form of lockdown continuing over the next few months,…
Come the middle of March, even the most optimistic of investors would have been hard-pushed to state, with any conviction, that they would be in the black come…
Late November should have seen the Chancellor announce his Autumn Budget and a Comprehensive Spending Review covering the next 3 financial years. Like many other plans, the uncertainty…
We are delighted to announce that Montage Wealth Management has been named as one of the top firms in the New Model Adviser Top 100, for the second…
Our Quarterly Portfolio Update for the 4th Quarter of 2020.
Following a decline of 2.2% over the course of Q1, the Office for National Statistics (ONS) estimates that gross domestic product (GDP) fell a whopping 20.4% during Q2….
The third quarter of 2020 saw less excitement in markets than was seen in the first and second quarters, as markets (and indeed the whole world) understand more…