Posts Tagged wealth

We enter 2026 with US stocks dominating the global market while trading on expensive valuations. A small number of tech stocks account for a large portion of US returns and they are increasingly tied to the fortunes of the AI industry. These are certainly risks to be aware of.

Stocks had a small dip in November, before recovering back towards their previous highs. The longest US government shutdown in history had a negative effect, before coming to an abrupt end and allowing stocks to rally.

Another month, another gain for stock markets. It can’t continue like this forever and there are clear signs of profit-taking in some of the most popular trades. This feels like a test to see whether a renewed bout of “buy-the-dip” behaviour will drive stocks to fresh highs once the US government re-opens.

Stocks are at record highs and have now risen for five months in a row. Such a hot streak is quite rare, happening only 11 times since 2009. An artificial intelligence (AI) investment boom is at the heart of the rally.

August followed a familiar path with stocks rising for the fourth month in a row. A number of factors are supporting the market, including interest rate cuts from the US and UK, a massive increase in US fiscal stimulus through President Trump’s “big, beautiful bill” and a significant decline in the value of the US dollar

Taxing and opting out of Winter Fuel Payments -

2025 is proving to be a case study for those who believe time in the market is more important than timing the market.

We are delighted to announce that Daniel Bullen and Toby Douglas have recently completed their qualifications to become Independent Financial Advisers.

2025 has been a very noisy year so far. Important news has come thick and fast, be it related to trade tariffs, defence spending, artificial intelligence or other themes.

It is now more than 12 months since the launch of the MGTS Qualis Funds and in terms of both performance and asset growth, they have been a success.

Last month we said ‘the key economic indicators could prove not too hot, nor too cold, but just about right for investors to feel comfortable’. There can certainly be no doubt about the stock market’s favourite fairy tale after November’s gains: Goldilocks wins, hands down. With inflation cooling rapidly and GDP and employment figures remaining stable on both sides of the Atlantic, the stock market has shaken off the bears and moved markedly higher.

In January this year a new penalty points system was introduced for the late filing of VAT returns and the late payment of VAT.