Technology stocks have, once again, been the driving force behind the strong market returns over recent months. The rapid expansion of Artificial Intelligence capability and oversized spending on necessary infrastructure has fed into a broadly positive set of mid-year earnings reports for the largest US tech giants, supporting further recent gains.
Read moreThe last quarter has continued the pattern that has defined market conditions over the year to date, where global equity markets have shown remarkable resilience in the face of fierce geopolitical headwinds.
Read moreIncredible though it may seem, we are already halfway through 2026. In this edition of Wealth Matters, we will review a largely positive – albeit volatile – first half of the year and look at the key factors that are likely to shape market direction over coming months.
Read moreWhen designing the CDI portfolio range, the FAS Investment Committee aim to provide a diverse range of strategies designed to fit the varied needs of our clients; however, market conditions themselves can sometimes dictate an increased demand for a particular portfolio solution.
Read moreThe objective of many investment strategies is to focus on capital growth. Whilst this may well be appropriate for those accumulating pension savings or investing for the next generation, there is often an increased need for additional income to supplement pension income as we move into later life.
Read moreIn the weeks ahead, the FAS Investment Committee will produce a series of articles giving further insight into the investment process behind the CDI range of portfolios, focusing on asset allocation, performance and looking at how the range of portfolios meets the differing needs, circumstances, and objectives of our clients. In the first of the series, we go under the bonnet of the CDI Balanced Growth portfolio.
Read moreFollowing the launch of major combat operations by the US and Israel in Iran, it is not surprising to see higher volatility in global markets in the aftermath of the initial attacks and widening conflict in the Gulf region. Following a period that has seen global equities produce strong returns, investors should expect a period of uncertainty; however, our positive longer-term view remains unaltered.
Read moreWelcome to the latest Quarterly Insight prepared by the FAS Investment Committee, designed to update you on their ongoing work and achievements, investment decisions reached this quarter and the actions taken to reposition the CDI portfolios in light of expected market conditions.
Read moreFor many people in retirement, pensions will form the foundation of their income. For those with sufficient qualifying years, the full State Pension now provides an income equivalent to just under £12,000 per annum, and most retirees can access pension income from workplace and personal pensions accrued during their lifetime, which covers the essential costs of living. Pension income alone may, however, leave little spare for discretionary expenditure or unexpected outgoings.
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