November 2021 Investment Update

Our Chairman Andy Jervis met with Richard Urwin, Managing Director and Head of our Investment Committee, and Jean-Paul Stone from our Investment Team to look at how our clients' portfolios have been performing over the last year and what we can expect in the future.


As a recent recruit to the Team, we let Jean-Paul loose on Richard with a list of questions. Listen in to learn more about the price of a bread loaf, why money in the bank is falling in value every year, the relevance of oil and American timber prices, the nature of bubbles, and why Tesla shares are so expensive, along with a dive into how our clients' funds are positioned to cope with rising inflation.


We need to remind you that none of the specific investments or strategies discussed in this interview are intended as a recommendation to invest. We will only ever provide you with specific investment recommendations after consideration of your personal circumstances, needs and goals as well as a range of other factors. The value of some of the investments mentioned can fall as well as rise in value. Contact us for more information about our financial planning and investment process.



You can watch the video or listen to the audio podcast. Just click on the appropriate image below.


Watch the video below


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