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.
Taking Some Currency Risk off the Table: Astute Fund Overview
Welcome to the latest Astute Fund Overview, our opportunity to tell you about some of the recent changes we have made in the VT Astute funds, and the reasoning for those changes.
Change of Plan: How Can I Retire Early? Insightful Planning with Astute
Mary has been a client of ours for a number of years now and her financial plan was on track; she had always planned to retire at age 67 and her plan was geared towards achieving this aim. I’m excited to share with you her success story about how we helped her navigate the journey to retirement using cashflow forecasting software.
Fiscal Credibility, Stability and Predictability: Why This Week’s General Election Doesn’t Concern Markets – Astute Market Overview
As you will know, this Thursday we will all be heading to our local polling stations, ID in hand, to vote in the 2024 general election. This leads us to question, what will the election result mean for investments?
Global Elections are Well Underway, What Does This Mean for Markets? Astute Market Overview.
In our Q4 2023 quarterly commentary, we highlight the huge number of global elections in 2024 as one of the key topics to watch this year. As we approach the middle of the year, these elections are well under way, and it seems like a good time to revisit this topic.
Annuity and Drawdown – Insightful Planning with Astute
Whilst a pension is just one of the many vehicles that may be available to you once you decide to stop work and may just make up one part of your overall resource, for the purposes of this video, we are going to focus solely on pension planning and how a pension can be used to provide an income in retirement.
Key Stock Markets Are Pushing All-Time Highs – Astute Market Overview 21st May 2024
Since our last update, global equity markets have climbed higher. Of the 20 biggest equity (or stocks and shares) markets, 14 have recently hit, or are very close to, all-time highs; markets in India and Japan sit close to their peak, the Eurostoxx 600 (an index containing 600 European stocks, which is over 20% exposed to the UK) hit all-time highs over the period since our last update, and currently hovers around that mark.
Why Exchange Rates Matter – Q2 2024 Quarterly Market Update
In the Q2 2024 Market Update, Hannah Owen and Dr Scott Osborne delve into markets over the past few months, and why it is important to maintain a long-term outlook.
$1Billion Vote of Confidence for UK Self-Driving Car Technology – Astute Market Overview
Since our last update, many key markets ticked up. It has been a particularly strong period for the UK, with the FTSE 100 hitting an all-time high and continuing to climb, following many years as an unloved market.
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.