Commentary and Updates
From our regular market commentary to our expert breakdowns of government budgets and statements, here’s where you can stay up to date with all the latest financial developments.
ISA vs Pension – Insightful Planning with Astute
We show you how we helped a client discover the most suitable method of saving for retirement, and how cashflow planning assisted us in explaining our rationale. Allow me to introduce you to one of the cashflow forecasting tools that we use. This is a powerful tool that revolutionises how we plan for and visualise your financial future.
Astute Market Overview – 17th April 2024
Markets dipped in the period since our last overview, blowing off some steam following strong performance since October. Today, we want to discuss some of the drivers of market return in April so far, including inflation and interest rate expectations, and touch on the escalation in the Middle East.
Bonds Are Back in Town – Highlight from Our Q4 2023 Astute Market Update
In this highlight video, we look back to November 2023, when Chief Investment Officer Dr Scott Osborne discusses his bond outlook.
Taking Advantage of Opportunities Amidst Strong Market Performance – Astute Fund Overview
Hello, and welcome to the latest Astute Fund Overview, our opportunity to discuss some of the changes we have made in the VT Astute Funds recently. We prod and interrogate all of our holdings on an ongoing basis, ensuring that, if we were to build the funds today, starting afresh, that we would have enough conviction in each holding to select it again. Of course, this doesn’t always lead to portfolio changes, occasionally, the best thing to do is not to do anything at all.
Insightful Planning with Astute: Financial Planning Explained
In today’s fast-paced and unpredictable world, financial planning has become an essential aspect of life. However, traditional financial planning often focuses solely on numbers and investments, neglecting the most crucial element: the actual lifestyle goals that you want to achieve.