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Autumn is certainly here! We had a jam-packed month with plenty of treats and thankfully not too many tricks.
Just a few weeks ago we held our WRAPS+ Update webinar, featuring some very insightful presentations from our partners at Timeline and our own Head of Investing. In this newsletter we have included a summary of some of the key things that our presenters covered in the webinar, including a market overview and a discussion on the benefits of passive investing versus active investing.
We have also included a transcript of the Q&A section, which featured some fantastic questions from clients around bonds, AI, and investing in US assets. Read on to hear what our presenters had to say on these timely topics.
As the evenings draw in, the subject on everybody’s mind seems to be the Autumn Budget, due at the end of November. We’ve included a note about what you can expect from us in the lead up and aftermath of the announcement – read on to find out more. The registration link for our Budget Webinar is included in this newsletter too.
If you’ve been with us a while, you may recall that a few years ago Julian collaborated with Ben Carlson and Robin Powell to create a book for Wealth Matters – a simple guide to investing. We’ve taken a dive back into it and found it just as useful and applicable as the day it was published. We’ve shared an excerpt in this newsletter – if you’d like a copy, let us know.
We quietly celebrated our 26th birthday this month, too! If you’d like to hear what we got up to this year, read on.
Finally, Toby’s been away in the New Forest – and he’s been thinking things over on his lovely autumnal walks.
We hope you enjoy this newsletter.