Please find below useful resources for you to download.

General Resources
Our Brochure

A copy of our brochure, which overviews us as a business, how we will work with you and the services we can provide to you.

Market Commentary
Quarterly Markets Review - Q1 2020

A look back at markets in Q1 2020 when the spread of coronovirus across the world saw stock markets fall sharply.

Investment Articles
The uncomfortable truth about climate change and investment returns

Climate change will have a profound impact on investment returns over the next 30 years, though not all markets will be affected equally…

The true cost of ill timed investment decisions

Volatile markets in 2020 have tempted some investors to try to time the markets. But research from global asset manager Schroders, shows how difficult and costly this can be.

Dividend bear markets: the grizzly facts

With companies around the world drastically cutting dividends, we’ve looked at 149 years of data to see what’s happened previously at such times and what investors might expect next.

The data that shows a case for long term investing

148 years of data show short-term punts on the stock market are very risky. Long term investments, not so much.

The £19000 cost of trying to time the market

Multi-Asset Investments – Monthly Views

How stock markets perform after heavy falls

Stock markets have tumbled in the midst of the coronavirus outbreak. Analysis shows how the biggest one-day falls in the past have been followed by substantial returns over the subsequent five years.

How Coronavirus could change our working lives

Coravirus Daily Focus: Tools that can reduce business travel have long been available. The coronavirus is forcing us to use them, and the climate could benefit.

29 Reasons Not To Invest

Over the past three decades there have been plenty of shocks to dissuade people from investing. Our data shows what happened after each event.

Downturns this deep can take a long time to recover from, financially and mentally

Should you stick, sell or buy after the crash? Duncan Lamont, Schroder’s Head of Resaerch and Analytics, looks to 148 years of stock market history for potential answers.