Roger Pearce & Associates

06/07/2022

Investments: With the turbulence of financial markets it can be hard to know what to do. Omnis Investments have produced this commentary revisiting tried and tested principles applying them to today's world.

In the face of soaring inflation, rising interest rates and disruption to global supply chains, it’s been a bumpy ride for investors so far this year. Here we give our views on some of the questions investors have about markets at the moment and explain why it’s important to maintain composure a...

28/02/2022

While understanding the financial markets does not address the humanitarian crisis in Ukraine, this article does help outline some of the financial shockwaves that are going to be felt across the globe.

Thank you to Omnis Investments, Schroders, Fidelity Investments, T. Rowe Price & Somerset Capital Management LLP for producing this piece.

https://www.rogerpearceandassociates.com/blog/how-russias-invasion-ukraine-has-impacted-markets/

04/02/2022

Omnis Investments provide their thoughts on rising interest rates, tension surrounding Ukraine and the perceived consequences for the investment markets.

If you are going to read something about investments this month. This is a good place to start.

https://www.rogerpearceandassociates.com/blog/omnis-managed-portfolio-service-february-update/

21/01/2022

Omnis Investments have produced their Investment Outlook for 2022.

Its probably aimed at the more avid investor. But if you have a quiet weekend it provides insightful outlooks on:

- Covid-19: Pandemic to endemic
- Global supply chain disruptions
- Labour Markets
- Policymakers step back their support
- Businesses & Households spend their savings

Have a great weekend,

The Team @ Roger Pearce & Associates

https://www.rogerpearceandassociates.com/investments/

13/01/2022

Omnis Investments look back at the highs and lows of 2021 in which 'many indices posted double-digit gains following successful vaccine rollouts and the easing of lockdown restrictions'

Take a few minutes to reflect on what a mad year it's been.

https://www.rogerpearceandassociates.com/blog/investments-2021-year-markets-bounced-back/

06/01/2022

Investments: Inflation and the Omicron variant dominated headlines and market activity in December. Find out more in our monthly summary.

https://www.rogerpearceandassociates.com/blog/investment-update-inflation-and-omicron-set-scene-investors/

29/11/2021

The Openwork Partnership Talking Points: This article covers
- Where to invest to beat inflation
- Equity Release
- HMRC's drive to digitise
- When will interest rates change
- Compensation for victims of fraud

https://www.rogerpearceandassociates.com/blog/talking-points/

16/11/2021

Investments: A great article from the team at Omnis Investments explaining the difficulty and downfalls of trying to time the market.

https://www.rogerpearceandassociates.com/blog/challenges-trying-time-market/

12/10/2021

Working out how long your pension pot will need to last is worth thinking about sooner than later

https://www.rogerpearceandassociates.com/blog/can-your-pension-sustain-your-retirement/

10/09/2021

Download our Social Care: Reform and Funding summary to find out what the changes mean to you

- Government reforms to social care will impact those entering care in England from October 2023.
- The cap for full self-funding will rise to £100,000 from £23,250.
- The lower end means test capital limit will rise to £20,000 from £14,250.
- A total lifetime fee cap will initially be set at £86,000.
- A new ‘Health and Social Care Levy’ (HSCL) of 1.25% will be added to national insurance contributions for 2022/23. From 2023/24 this will be a separate charge enabling the HSCL to be levied on employees and the self-employed over state pension age (SPA).
- Dividend tax rates will rise by 1.25% from 2022/23

https://www.rogerpearceandassociates.com/blog/social-care-reform-funding/

03/09/2021

Investments: Omnis outline their current thoughts on markets as economies exit lockdowns around the globe.

https://www.rogerpearceandassociates.com/blog/investments-omnis-managed-portfolio-service-september-update/

27/08/2021

Investments: Omnis Investments have produced this article that instils the confidence needed to ignore the negativity in the news and apply tried and tested investment principles.

Big thanks to the guys at Omnis for reminding us of simple principles that are so easily forgotten.

https://www.rogerpearceandassociates.com/blog/investments-why-it-pays-stay-invested/