True Insight

True Insight is a brand new quarterly magazine for our Managed Portfolio Series clients. It aims to keep them up-to-date with what’s happening in the financial markets as well as let them know the actions we’re taking to manage their investments. In this first edition, we look at volatility in global markets and at some recent changes to the way we are taxed which you probably won’t be aware of. Our main article, however, discusses a topic that is on everyone’s lips at the moment – Brexit, and the implications we face whether we stay in or go it alone.

Brexit

There is clearly a lot at stake for both the UK and the whole of Europe if a Brexit were to happen, however it is the outlook for savers and investors that is on our minds. Our Brexit article focuses on the scenarios that could potentially play out if there was a leave vote. We comment notably on trade and what we mean to the EU as well as the rules and regulations that are in play.

What is volatility?

This is a great piece for those of you don’t work in the finance sector and are unsure of what volatility actually means. We explain what how volatility can be managed and how we have incorporated this into our Managed Portfolio Series through diversification.

Other Issues Discussed

As ever, out latest True Insight Magazine includes our regular features which look at:

• Our investment outlook
• The science behind our portfolios
• Overview of our portfolios’ performance