Market insights 11 December 2023 Global equities see modest gains ahead of busy week for central banks US stocks got off to a cautious start, with investors awaiting jobs data, but managed to see modest weekly gains. Research Team 2 min read
Learn 05 December 2023 Charity clients: keeping investments simple This is the second piece in the “investment journey for charities”. Last time we looked at the benefits that we believe result from a charity using an Investment Manager. As an Investment Manager and a Trustee, I now want to paint myself as poacher turned gamekeeper. Rupert Cecil 2 min read
Company news 04 December 2023 The Birmingham Stock Exchange building EFG Harris Allday will be moving from our historic offices – the former Birmingham Stock Exchange building at 33 Great Charles Street, to brand new high specification offices in 2024. Hannah Holden 3 min read
Market insights 04 December 2023 Global equities log best month since November 2020 US stocks experienced weekly gains, fuelled by cooling inflation and hopes that interest rates have peaked, with attention turning to when the Federal Reserve may cut rates in 2024. Research Team 2 min read
Market insights 28 November 2023 Wall Street higher in light week of trading The major US equity markets saw their fourth consecutive week of gains, although volumes were thin with the Thanksgiving holiday. Research Team 2 min read
Learn 22 November 2023 What is intergenerational wealth management? Intergenerational wealth management is the term used for families supporting each other throughout various phases of their life. It explores how families can collectively use their wealth to provide financial support for loved ones and protect it for the next generation. Hayley Spendlove 4 min read