Changing Seasons, Changing Markets


28 September 2024

To all Financial Friends

As we move from Summer to natures blaze of autumn colour, before the leaves fall from the trees, so market conditions change. We need to be aware as the economic environment copes with changes arising from global economic events. Issues arise today of interest and concern for savers and investors. Opportunities to learn and opportunities to seek and find profitable returns are always at our fingertips.

Short commentary updates will arrive in your inbox rather than too much to read all at once! Focussed, short and easy to read is the aim. 

Profitable Friends

Against the background of the hopes of defeating inflation and the expectation of interest rates falling, Financial Friends across the board have seen profitable gains over the last 12 months. Taking the scope of assets and investments held by Financial Friends investors have been made wealthier in real terms beating the rising cost of living by a wide margin.

Assets Held

Gold & Silver + 42.67%   Global Technology +35.90%   American Equities + 30.52%   Global Infrastructure +15.07%    Managed Multi Asset +13.63% 

Strategic Corporate Bond +13.4%  UK Equity + 10.25%   UK Infrastructure + 8.05%    Index Linked Gilts + 4.76%  Natural Resources + 0.13%  Global Bond +0.11%

A Financial Friend holding all the above assets in equal proportion would have achieved the average of 11.98% over the one year period. Of course past performance is no guide for the future performance and investments do fall well as rise in value.

As a a subscribing Financial Friend you are always free to arrange a catch up call on Zoom with me here
www.calendly.com/yourfinancialfriend
 
Keeping in touch shortly, your next update will be on The Economic Background. Dealing with war and other major issues. Helping you to protect and profit in all conditions as you make investment decisions on information and guidance with us every step of the way.  We don't tell you what you should do but what you could do.


PLEASE NOTE: A financial or economic commentary like these, are written to explain, interpret or give an opinion on economic events and markets to help readers understand what’s happening and why it matters. Designed to help you make informed decisions of your own by making you aware of opportunities, risks and potential rewards in the market.

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