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Weekly Market Update- Week Ending 10/11/2023

10 Nov 2023
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UK Government bond prices moved higher (causing yields to fall) this week following comments from the Bank of England’s chief economist, Huw Pill, that the bank may be willing to consider interest rate cuts in the middle of next year.         Similar price moves have been experienced in the US and Europe in…

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Webinar: Using Trusts for Tax & Financial Planning

09 Nov 2023
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Watch this invaluable webinar held with the ICAEW Financial Planning Community. Learn how Trusts can be utilised, with practical examples of where different types of vehicles can be used to deliver the most effective outcomes. Trusts offer a way to protect your assets, such as property, cash or investments and facilitate the transfer of assets…

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Weekly Market Update- Week Ending 03/11/2023

03 Nov 2023
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A woman looks over mountains with MHA Caves Wealth logo across the bottom

After a tough October for investment markets, the start of November saw a welcomed bounce as investors reacted positively to a number of central bank interest rate decisions.         The Bank of England (BoE) announced that interest rates would be held for the second consecutive month at 5.25%. Six members of the…

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Autumn Statement 2023 – What Can We Expect?

01 Nov 2023
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The Autumn Statement is based on forecasts from the Office for Budget Responsibility, delivered by the Chancellor of the Exchequer. It is an update on the government’s plans for the economy. This year’s Autumn Budget is particularly interesting with a general election on the horizon. Voters and businesses alike will be looking for any taxpayer-friendly,…

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Weekly Market Update- Week Ending 27/10/2023

27 Oct 2023
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A man looks over mountains with MHA Caves Wealth logo across the bottom

Earnings season got up to a gallop this week with many of the world’s largest companies updating shareholders. The moves at an index level in the United States were dominated by a mixed bag of results from tech giants, including Microsoft (beat expectations), Alphabet (missed), Amazon (beat) and Meta (beat).     Across Europe, some…

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Weekly Market Update- Week Ending 20/10/2023

20 Oct 2023
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A man crouching looking over a mountain range with MHA Caves Wealth logos across the bottom

Equity markets were generally lower this week following a reduction in risk appetite amongst investors as the uncertainty around the heartbreaking events in the Middle East increased. On Wednesday, the Office for National Statistics released the latest inflation data for the UK. Having been expected to fall slightly over the month, inflation held steady at…

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Growing Your Investment Income

20 Oct 2023
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If your investment goal is income, your options have broadened in the last two years.          Source: Bank of England If you wanted income from your capital two or more years ago, there often seemed little alternative to taking on higher investment risk to achieve your goals. The Bank of England interest…

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MHA Caves Quarterly Newsletter – Q3 2023

19 Oct 2023
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Welcome to the latest edition of Caves Quarterly, where we review the key market and financial news from the last few months, and look ahead to the future.   To read, please click the link: MHA Caves Quarterly Newsletter – Q3 2023

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Weekly Market Update- Week Ending 13/10/2023

13 Oct 2023
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A man and woman look over mountains with MHA Caves Wealth logo across the bottom

This week, investors’ attention was focused on the tragic events unfolding in the Middle East. Our thoughts and prayers are with all of those affected by this terrible violence.         In times of increased uncertainty, investors normally show an inclination for what they perceive to be safe haven assets. These typically include…

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Weekly Market Update – Week Ending 06/10/2023

06 Oct 2023
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This week, events in the bond markets dominated the headlines. As investors continued to adopt a “higher for longer” narrative for interest rates, long-dated government bond yields around the globe increased.    On Wednesday in the US,  30-year Treasury bond yields rose to 5% for the first time in 16 years, whilst in Germany the…

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