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Prospects

JM Finn Quaterly Periodical

In this issue
Editorial
A history of Japan's economy

Assistant Research Analyst William McCubbin gives a potted history of Japan’s extraordinary economic development over the last 70 years.

Independent view
The changing landscape for second homeowners

The Autumn Budget brought with it several key points pertinent to the property industry that will have an impact on second home owners. In the wider context of forthcoming council tax rises in some…

In focus
Markets in Focus: Winter 2024

JM Finn’s Head of Investment Office Jon Cunliffe covers a roundup of global markets. 

Collectives commentary
Financing the energy transition

Minesh Shah, Managing Director of The Renewables Infrastructure Group (TRIG), explains ways to finance the energy transition.

Stock in focus
Stock in focus: Mastercard

Jack Summers, Research Assistant at JM Finn looks at Mastercard in depth.

Company meetings
Company Meetings Winter 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…

Glossary
Glossary of key terms

Glossary of key terms for the Winter 2024 edition of Prospects.

Understanding Finance
Understanding Finance
Understanding finance: Accrual and Cash Accounting

Henry Birt, Research Analyst at JM Finn, gives an overview of accrual and cash accounting.

Wealth planning in focus
Impact of the Autumn Budget on retirement planning

The Autumn Budget threw an unexpected curveball by including pensions in estates for inheritance tax purposes. Ryan Gordon of the JM Finn Wealth Planning team considers the possible impact on…

Bond focus
Bond focus: The link between US and UK bond rates

Sir John Royden, Head of Research, explores the close link between bonds and interest rates in the UK and USA.

Independent view
Personal Taxation in the UK

Zena Hanks, Partner at Saffery, is a leading authority on personal tax law in the UK. Here, she gives her opinion on the impact of the Budget on the landscape for personal taxation.

Asset allocation in focus
Asset allocation and Sector Focus in Winter 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.

Meet the manager
Meet the Manager: Rebecca Barrett

Meet Rebecca Barrett, Wealth Planner at JM Finn.

Welcome
A message from our CEO | Winter 2024

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

Winter Issue Forty Nine