Our insights

Prospects

JM Finn Quaterly Periodical

In this issue
Editorial
The great global vote

As half of the world’s population heads to the polls this year, Charles Bathurst-Norman analyses the potential ramifications for economies, international trade and the global investment landscape.

Guest editorial
Girl-powered: the landscape for female business founders

Chloe Vernon-Shore, Partner at law firm Michelmores discusses the challenges and opportunities for female business founders in the UK.

Wealth planning in focus
Paving the path to success: school fee planning

Ryan Gordon from the JM Finn Wealth Planning team shares advice on the ways in which we can help to plan for and mitigate against the effects of the school fee increases which may well come with a…

Company meetings
Company Meetings Spring 2024

A spotlight on three of the companies we’ve met during the past quarter. We met or spoke with the companies below and you can learn more on any of these by contacting the person at JM Finn with whom…

Understanding Finance
Understanding Finance
Understanding the insurance market’s Solvency II regulation

Sir John Royden, Head of Research at JM Finn, gives an overview of Solvency II, legislation that governs the UK's insurance market.

JM Finn news
Exploring our 2023 client survey results

A brief synopsis of some of the key highlights from our bi-annual client survey.

Bond focus
Inflation-linked bonds

Sir John Royden explains why, perhaps counterintuitively amid current high inflation rates, now may be an opportune time to invest in inflation-linked bonds.

Stock in focus
Deere & Company

Jack Summers, Research Assistant at JM Finn covers US-based agriculture equipment manufacturer Deere & Company in depth.

Glossary
Glossary of key terms

Glossary of key terms for this issue

Asset allocation in focus
Asset Allocation Focus in Spring 2024

As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client portfolios.

Independent view
30 years of change at Lloyd’s

Thomas Ward, Private Client Director at Hampden Agencies explains why he believes the changes Lloyd’s has undergone have resulted in the best investing conditions for a generation.

Collectives commentary
Rule Britannia?

Buoyant consumer confidence, falling inflation and attractive opportunities in mid and small-cap companies all point to a far more resilient UK economy than common consensus would indicate, writes…

Meet the manager
Simon Wong

Meet Simon Wong, Senior Wealth Planner at JM Finn. Simon is a Chartered Financial Planner who is based in JM Finn's London head office.

Welcome
A message from our CEO | Spring 2024

The latest message from JM Finn CEO Hugo Bedford in the spring edition of Prospects magazine.

Spring Issue Forty Six