Latest News and Articles

Weekly Market Update- Week Ending 27/01/2023

27 Jan 2023
Posted in
A man and woman look over mountains with MHA Caves Wealth logo across the bottom

It was a generally positive week for investment markets, as investors focused on individual company performance with the Q4 earnings season gathering pace. Over in the US, there were high-profile earnings misses for Microsoft, and closer to home, while overall performance at Diageo was strong, investors were concerned about slowing sales growth within the all-important…

Read More

Weekly Market Update – Week Ending 20/01/2023

20 Jan 2023
Posted in

Having started the week on the front foot, it felt as if investor concerns shifted slightly as the week progressed. Fears about inflation were replaced by concerns about the overall health of the economy, with equity markets softer as a result. Weaker-than-expected economic data in the US on Wednesday provided hope that the battle against inflation might be…

Read More

Caves Quarterly 2022 Q4 Roundup

20 Jan 2023
Posted in

Welcome to the latest edition of Caves Quarterly, where we take a look back over the last few months and look ahead to the future. To read, please click the link below: MHA Caves Wealth Quartely Newsletter – Q4 2022

Read More

Weekly Market Update – Week Ending 13/01/2023

16 Jan 2023
Posted in ,

For investors, the main focus of attention this week was on the December US inflation data, due Thursday. With markets in a more optimistic mood since mid-December, there was a collective sigh of relief when the data showed a sixth straight monthly decline in inflation to 6.5% year-on-year. Having been 7.1% in November, the sharp…

Read More

Weekly Market Update- Week Ending 06/01/2023

06 Jan 2023
Posted in
A man crouching looking over a mountain range with MHA Caves Wealth logos across the bottom

As investors returned to their desks following the Christmas break, it was the same themes which dominated minds. Worries over slowing economic growth, combined with an environment where central banks continue to raise interest rates, were balanced with the optimism surrounding the reopening of China and how this might boost global growth in the year…

Read More

Weekly Market Update- Week Ending 23/12/2022

23 Dec 2022
Posted in
A man and woman look over mountains with MHA Caves Wealth logo across the bottom

On lighter-than-normal volumes, as we enter the Christmas run-in, global equity markets were mixed this week as the anticipated Santa rally failed to gather much momentum. US shares came under pressure on Thursday after revised GDP data indicated that the US economy grew faster than previously thought in the third quarter, sparking fears that the…

Read More

Webinar Recording: Business Relief and Pensions

23 Dec 2022
Posted in
SM_BR & Pensions webinar banner

In part 2 our Tax Efficient Investing webinar, our financial adviser Scott Kent joins the private client team from MHA MacIntyre Hudson to look at the rules associated with pension reliefs and where the opportunities exist. They also cover the Inheritance Tax benefits associated with qualifying investments for Business Relief, and how this compares to…

Read More

Weekly Market Update- Week Ending 16/12/2022

16 Dec 2022
Posted in
A woman looks over mountains with MHA Caves Wealth logo across the bottom

There was no sign of a Christmas slowdown in investment markets this week as we saw new inflation data and interest rate decisions from many of the world’s largest economies. On the inflation data front in both the US and the UK, it was encouraging news. Following the fall in October to 7.7% (which kickstarted…

Read More

Weekly Market Update- Week Ending 09/12/2022

09 Dec 2022
Posted in
A man crouching looking over a mountain range with MHA Caves Wealth logos across the bottom

It’s been a mixed week for investment markets as investors await key policy decisions due shortly. Both the Federal Reserve (Fed) and Bank of England (BoE) meet next week to discuss monetary policy. First up on Wednesday, the Fed will reveal its interest rate decision. Interest rates in the States, having started the year at…

Read More

Weekly Market Update- Week Ending 02/12/2022

02 Dec 2022
Posted in
A man and woman look over mountains with MHA Caves Wealth logo across the bottom

It was a positive week for investment markets as new data in Europe and the US provided hope that inflation may now be trending lower. Also adding to improved investor sentiment, Fed Chairman Jerome Powell confirmed on Wednesday that smaller interest rate rises are likely required going forward. He did, however, warn investors that monetary…

Read More

Archives

Categories