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Third quarter report: The changing macro backdrop
Discussions held at our regular Investment Committee meetings reflect a mixed global backdrop. Global economic growth remains positive and earnings continue to expand. Global inflation looks...
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When can I retire if I was born in 1954?
If you were born in 1954, you can retire and qualify for the State Pension when you’re over 65, but by taking control of your pension savings early enough, you might not have to wait for the State...
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Common questions about market volatility answered for investors
You’ve probably noticed a recent pick-up in volatility, sparked by increasing economic uncertainty and geopolitical risk. As we try to navigate potential trade friction, Brexit, increasing tensions in...
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The self-employed remedy for tax-efficient investments
Kushal Patel, 31, owns a pharmacy in Cambridge with his wife. Thanks to Moneyfarm’s self-employed pension benefits, financial security in retirement doesn’t have to be a bitter pill to swallow when...
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How we calculate the performance of your Moneyfarm portfolio
Discussions about performance and how to measure it are normally left to those with specialised knowledge. Yet the way we calculate performance has a real impact on you, our customer, and the...
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Understanding the latest Moneyfarm rebalancing
Headed up by our Chief Investment Officer, Richard Flax, our asset allocation team monitor the markets on your behalf, analysing market movements against the long-term goals of your portfolio, helping...
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Moneyfarm partners with My Future Now to find your lost pensions
Saving for retirement can be notoriously difficult, so it’s important savers have access to the right tools to achieve their financial goals. Yet savers leave around £400 million in lost pensions each...
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Has Moneyfarm’s view of US equity changed?
Volatility picked up in October, sparked by increasing geopolitical risk and economic uncertainty. Whilst equity markets felt the pressure, the US earnings season unveiled a solid backdrop, so does...
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Market update: Brexit, interest rates and US equity
October was a difficult month for equity markets, and global markets fell up to 6% as concerns over US interest rates, trade tensions and the possibility of weaker economic growth intensifying and...
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Brexit: How the Moneyfarm Portfolios are prepared for political uncertainty
Political uncertainty increased this week as Prime Minister Theresa May laid out the Brexit deal agreed between the UK and EU negotiators. After being briefed on the 585 page document, the Cabinet...
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Pan-European Leader: Moneyfarm accelerates growth with German vaamo acquisition
Today we’re excited to announce that we’ve acquired German digital wealth manager, vaamo. Marking our entrance into our third market, we will combine our award-winning investment services with vaamo’s...
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Richard Flax: Why December’s US interest rate decision is significant
It might seem like we’re hurtling towards 2019 at great speed, but there’s still at least one more significant monetary policy event in the calendar – the US Fed interest rate announcement on 19...
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A Black Friday deal that will really help you save money
Each year, Black Friday is said to grip the nation as savvy spenders search high and low for the best bargains. This Black Friday, treat yourself to a deal the future you will thank you for. Moneyfarm...
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Brexit: What next for markets after the EU’s Brexit bill approval?
Over the weekend, the EU gave the UK’s Brexit deal the greenlight. It was a task Angela Merkel described as one of the hardest of their lives, but Theresa May still has the task of hers as she now...
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Market update: Trade policy and the oil price
After a fairly difficult October, November saw financial markets recover somewhat following a change of tone from the Federal Reserve. An expected interest rate hike in November was accompanied by...
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Your Brexit investment strategy
UK politics is strained, tense and uncertain as the clock counts down to the UK’s exit form the European Union on 29 March, 2019. This can translate into volatility on the financial markets, which is...
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Your portfolio: Investing during uncertainty
Richard Flax, Chief Investment Officer, Moneyfarm Investing for your own future takes a lot of time, skill and expertise. It’s not impossible, but it can be difficult knowing you’re making the right...
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What is a yield curve and what does it show?
The yield curve reflects the interest rate government’s have to pay when borrowing money over different time periods. US Treasury yields are closely watched by markets around the world, but what does...
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What Prime Minister confidence win means for portfolios
Richard Flax, Chief Investment Officer The Prime Minister survived a vote of confidence by Conservative MPs, defeating an attempted coup from within the party by 200 votes to 117. Theresa May now goes...
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2018: A year of milestones
Giovanni Daprà This time of year is renowned for reflection, and we certainly look back at the last 12 months with pride. It’s been a busy year at Moneyfarm, and we’ve reached a number of exciting...
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