PROSPECTS

Editorial

UK General Election

John Royden, Head of Research

The timetable for this edition of Prospects did not sit comfortably in my diary: I had the unenviable task of writing about the General Election before the results were out, only for this to land on your door-step a few days later. Under normal circumstances I might be more reticent about risking my reputation, but this election feels more predictable.

Guest editorial

The New Normal?

Simon Rose

In 2008 the Queen, visiting the LSE, asked why nobody had seen the credit crunch and the Global Financial Crisis coming.

Equity prospects

RPC Group

Equity prospects

Intertek

Equity prospects

Pepsico

Equity prospects

Genus (GNS)

Equity prospects

In this issue:

Bond focus

ALL ABOUT TRUMP?

Three months ago we said that “the next base rate rise will be up, not down” and not much has changed on that front. But the question of when still abounds.

Economic focus

Picking our way through the maze

Seldom have there been so many things going on that could have a crucial effect on the way in which markets perform.

Collectives commentary

A PASSION FOR DISCOVERING DEVELOPING FIRMS

The Mercantile Investment Trust has been in existence for 133 years and has nearly £2billion of assets. Here, its current managers explain their positive outlook for the UK mid- and small-cap markets.

Independent view

HELPING OTHERS TO HELP YOU PROTECT FAMILY WEALTH

Divorce is one of the most stressful life events you can experience. Nothing can minimise the emotional impact. Nicola Harries of Stevens and Bolton discusses ways that you can help to protect you and your children.

Stock in focus

Moneysupermarket.com

MoneySupermarket.com started life in 1993 as ‘Mortgage 2000,’ an offline business providing mortgage listings. Since then they have developed into the UK’s largest listed price comparison website offering customers 60 different products from over 700 providers.

General interest

Legacy Travel

Consider the amount of time we dedicate to planning our children’s education and the effort we put into retirement planning. Christopher Wilmot-Sitwell feels that we should approach our precious holidays with just as much care and foresight and consider our families when ticking off the bucket list.

JM Finn news

Winners Again

In the last issue we mentioned our nomination for the Best Discretionary Service at the City of London Wealth Management Awards – we are delighted to announce that, for the second year in a row, we won the award, again underlining the quality of our investment proposition.

JM Finn news

Regulatory Update

2018 sees the introduction of some of the widest-reaching reforms to financial markets to date, which has a significant impact on wealth and asset managers and their clients.

Wealth Planning in focus

Freedom to do what you want

With annuity rates reaching an all-time low in 2016, changes were needed to the pension rules. No one envisaged quite how much things would change. George Osborne, as one of his lasting legacies as Chancellor of the Exchequer, introduced what has become known as “Pensions freedom” in the budget of 2014. Historically, purchasing an annuity was compulsory for most pension savers but from 2015 fundamental changes have been introduced giving increased flexibility when accessing pension funds.