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2022: an unexpected first quarter

With rising inflation and Russia’s recent invasion of Ukraine, it would be surprising if stock markets had carried on posting fresh gains in the first quarter of 2022, but while most registered modest falls, all markets ended in the black.

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2021 investment wrap-up

Despite poor UK stocks and fixed-interest performance in 2021, most share-based funds produced solid returns during the year, but diversification, inflation and interest rates must stay on investors’ radars.

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The September mini-Budget

The government has revealed its long-awaited plans to reform England’s funding of social care, but taxpayers will foot the bill. What implications will it have on your financial planning?

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