Mark Bugden

Chancellor Rachel Reeves will deliver the Autumn Budget on 26th November, but what could it mean for you? Our expert blog explores the economic context behind this Autumn Budget, highlights key policy areas we’re watching, and why taking financial advice can help during periods…

Paul Durrans, Investment Director, discusses US equities, which have reached another all-time high last week following the trade agreement between the US & China and Q3 earnings reports that have exceeded expectations. This week the focus will shift to the UK and the latest…

Kevin Kidney, Head of Investments, and Sam Elliot, Investment Analyst, focus back on the US and the Federal Reserve’s decision to cut interest rates by 0.25%, taking it below 4% for the first time since late 2022. #USEconomy #InterestRates #Inflation #FederalReserve #Investing

Sebastian Mackay, Investment Director, discusses the recovery in global equities, US inflation data and the progress in the US-China trade deal. We also hear about the reasoning behind the 5% drop in gold prices seen last week, and performance of the UK gilt market. #Investing…

Kevin Kidney, Head of Investments, and Anna Sewell, Investment Analyst, discuss the latest UK borrowing and inflation data and what that means for the Bank of England's future interest rate cuts. #BankofEngland #UKEconomy #Inflation #InterestRates #Investing #TruePotential

When it comes to managing family finances, one of the biggest challenges couples can face is balancing saving with investing for the future. From setting joint financial goals to managing your budgeting and investment strategies, our expert guide explores how you can bridge the…

This month, we are proud to celebrate 10 years of the True Potential Portfolios and our commitment to helping clients invest smarter. Blending tried and tested multi-asset strategies with Advanced Diversification, the Portfolios aim to maximise returns while managing risk in…

Sebastian Mackay, Investment Director, discusses the ongoing back and forth between the US and China on trade, concerns about US tech valuations and their effect on investor sentiment. The US government shutdown is still in effect, delaying official data releases but Q3 company…

Paul Durrans, Investment Director, and Lexi Herriott, Investment Analyst, discuss the latest UK economic data, some key comments from Rachel Reeves this week, and why gilts have rallied in response. #UKEconomy #Investing #EconomicData #GovernmentBonds

ISAs aren’t just for saving. They could also form part of your retirement strategy. From supplementing your retirement income to navigating inheritance planning, our expert blog explores how ISAs could help you build a plan tailored to your lifestyle and goals. Link in…

Matt Henderson, Portfolio Manager, discusses the asset market volatility seen at the end of last week, due to rising tensions between the US and China over trade agreements on rare earth minerals. Matt also covers the market expectations as we move into US earnings season.…

Kevin Kidney, Head of Investments, and Paul Durrans, Investment Director, discuss the US government's shutdown and how this has affected the Federal Reserve’s interest rate cut considerations. With little sign that the government will reopen soon, equity investors are turning…

Sebastian Mackay, Investment Director, discusses the new highs seen in equities, gold and bitcoin at the end of last week, as well as the spike in Japanese markets after the announcement of their new Prime Minister, Sanae Takaichi.

Kevin Kidney, Head of Investments, is joined by Paul Durrans, Investment Director and George Bell, Portfolio Manager, to celebrate 10 years of True Potential Portfolios. The team discuss asset market movements, US tariffs and how these have affected client portfolios, as well as…

Have you thought about how you’ll leave your wealth behind? Taking the time to plan your estate could give you peace of mind, both now and for the future. Our blog breaks down considerations for leaving wealth to your loved ones, from setting up Wills and trusts, to…

We are thrilled to announce our success at the Investment Life & Pensions Moneyfacts Awards 2025 last night. Winner: Best Use of Technology in the Investment Life & Pensions Sector Highly Commended: Service Beyond the Call of Duty Highly Commended: Best Online Service These…

Kevin Kidney, Head of Investments, discusses the Federal Reserve's interest rate decision last week and the balance they are trying to strike between unemployment and inflation. Despite weak jobs growth in the US, the stock market is at new highs as the US economy remains in an…

Kevin Kidney, Head of Investments, and Faye Graham, Investment Analyst, discuss the Federal Reserve’s decision to cut interest rates by -0.25%, the Bank of England's decision to hold interest rates, and the effects of True Potential Portfolios. #Inflation #InterestRates…

Matt Henderson, Portfolio Manager, discusses asset returns from last week and the upcoming US interest rate decision, as well as the refreshed economic projections from the Federal Reserve. #Inflation #InterestRates #USEconomy #FederalReserve #USJobs

Paul Durrans, Investment Director, and Lexi Herriott, Investment Analyst, discuss the US inflation figures for August, the ongoing concern of higher prices from tariffs, and how the market reaction has impacted multi-asset investors. #Inflation #InterestRates #USEconomy…