Hymans Robertson Investment Services

🎥 Q3 Market Update: Key Highlights📊 Watch our third quarterly market update video of the year, as William Marshall chats through the key themes that dominated the headlines: 1. Weaker US economic data shifted focus from inflation to growth, with interest rate cuts from the Bank of England and the US Federal Reserve. 2. Bond markets saw strong performance, while in equities, defensive sectors outperformed, and cyclical sectors struggled. #MarketUpdate #InvestmentUpdate

Our Market Digest, by Daniel Kowalewicz, provides insights into key market changes which happened throughout Q3 2024. Some of the highlights are: -Equities and bonds both delivered positive returns. -Emerging market equity, led by China’s stimulus, outperformed. -Interest rate cuts by the Bank of England and US Federal Reserve boosted bond performance. For our full market overview click here: https://okt.to/zKyQNW #investmentservices #marketupdate #investmentportfolios

📅 Midlands Event Announcement 📅 Register to join our event in partnership with Puma Investments and Dentons Pensions where you’ll hear valuable insights and expert discussions on key hot topics. Here's a quick outline of what will be covered: - William Marshall: Key takeaways for advisers one year after Consumer Duty. - Stephen McPhillips: The evolving SIPP market and how it's been shaped by recent events. - Joseph Cornwall: The impact of the recent budget on the AIM market. Sign up here: https://okt.to/pMmYjT

📢 Investment Themes in Labour’s 2024 Autumn Budget With Labour’s much-awaited first Budget just weeks away, Jack Richards, CFA gives an insightful overview of the potential investment-related themes. In this article, he explores: - Why the Budget might be insignificant in a global context - Expected tax increases - Increase in Government borrowing Read more here:https://okt.to/hQsFxT #Budget2024 #Labour #Finance #Investment

🌟 Exciting News! 🌟 This week, our team will be attending two fantastic Personal Finance Society's 'Divorce, Death & Tax' events - first in Birmingham today and then in London on Thursday! If you're there, stop by our stand and have a chat with us! Alison Moini Sandra Corcoran Neale Hayter Kate Rainbow APFS David Boothby DipFA Click here for more details: https://okt.to/ofquHR #PFSXCHANGE #BirminghamEvents #LondonEvents #Finance #Networking

With just 2 months to go until the US election on 5 November, we saw Trump and Harris go head-to-head in their debate this week. Watch our video with Kate Rainbow APFS and Kameel Kapitan as they discuss: 🔍 Whether the debate provided any clarity on what could happen in November. 🦅 The difference between a Democratic or Republican presidency. 📊 What the potential outcomes could mean for markets. #USElections #InvestmentMarkets #TrumpVersusHarris

Our August Market Digest is now live! Read our update, by Jack Richards, CFA, which provides insights into key market changes which happened last month. Some of the highlights are: - Equities and bond markets both generated positive returns to portfolio performance. - The Federal Reserve continued to signal strongly that an interest rate cut will come in September. Click here for our full market overview: https://okt.to/dhkTXH #investmentservices #marketupdate #investmentportfolios

🎇 𝐑𝐞𝐦𝐞𝐦𝐛𝐞𝐫, 𝐫𝐞𝐦𝐞𝐦𝐛𝐞𝐫 𝐭𝐡𝐞 5𝐭𝐡 𝐨𝐟 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 🎇 With over 2 billion people voting around the globe this year, we're potentially approaching one of the most pivotal moments for markets - the US election on 5 November. 🗳️ In our latest article, Kameel Kapitan provides more detail on: - The background of the US election. - Potential outcomes and scenarios, and what these could mean for investors. Read more here: https://okt.to/iS4uTA #Elections2024 #InvestmentMarkets #USPolitics #USElections

In case you missed our tenth Hosted by HRIS podcast, our host, Alison Moini is joined by our CIO, William Marshall. Listen to the full podcast to find out more about: - What are the key takeaways for advisers following the FCA’s review? - What is sequencing risk and is it just a concern for those in retirement? - What are we hearing from advisers at the moment? - How are we helping advisers manage this? - What three actions should advisers be taking on the back of this? #HostedByHRIS #InvestmentPodcast #CentralisedRetirementProposition #CRP

Our Market Digest, by Jack Richards, CFA, provides insights into key market changes which happened throughout July 2024. Some of the highlights are: -Both equities and bonds boosted portfolio returns, driven by lower bond yields and strong UK equities. -The Federal Reserve signalled an interest rate cut for September. -Early August saw high market volatility. For our full market overview click here: https://okt.to/JzWn7H #investmentservices #marketupdate #investmentportfolios