Highlights from our monthly investment discussion
The take-aways from this month’s meeting: Interest rates; China growth ; Covid-19 recovery; Budget UK ; Generating client Income; Recent new money; K portfolios ; Running year to date portfolios
Another member of the FGA team achieves “Chartered” status
Newest recruit to FGA, Becky Knowles, has completed her qualification to Chartered Status Level, the top one, covering most aspects of financial planning and house purchase
Post-Covid Investment Stance
We are, as the Chinese Curse goes, in interesting times.
Over the year so far markets and Oil have collapsed in price and largely recovered. The FTSE 100 recent peak pre-Covid was 7403 in February and fell to 4933 and is now 6203 as I write this piece. A fall of some 33%.
With the Lockdowns around the world trade and business have had a 3 month holiday which has meant that profits and hence dividends are down.
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