The Monthly Update

The Monthly Update

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Welcome to The Monthly Update for April

Plenty of April showers, it's definitely time for a change...

The Bloomsbury Wealth YouTube Channel

Have you visited our YouTube channel this month??Here are our latest videos.

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One of the most important factors in the returns you can expect to generate as an investor is how much you’re actually paying to invest.?Fees and charges can really add up and, over time, they also compound. So the long-term impact of cost can be very significant. Here’s the financial journalist Moira O’Neill. Watch the video on the Bloomsbury Wealth YouTube channel. [3:26 video].

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A key decision investors need to make is whether to use actively?managed funds or passively managed funds. So what exactly do we mean by active funds, and how do they differ from passive??Here’s Crawford Spence, Professor of Accounting at King’s College London.?Watch the video on the Bloomsbury Wealth YouTube channel. [4:09?video]

April catch-up

Catch up on the month's insights on The Financial Bodyguard blog...

Lessons from a legend: The investment management industry loves its legends and there is none bigger than the nonagenarian ‘Oracle of Omaha’ Warren Buffett?CEO of the US-listed firm Berkshire Hathaway...?[3 min read]

Pension changes: Jeremy Hunt’s March 2023 budget made some important changes to pensions, some of which were kept under wraps until the actual speech and only appeared afterwards in the ‘small print’...?[4?min read]

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Bloomsbury and Bloomsbury Wealth are trade names of Raymond James Investment Services Ltd (Raymond James). Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales number 3779657. Registered Office Ropemaker Place, 25 Ropemaker Street, London EC2Y 9LY.??Please note that any information provided to us will be processed in accordance with our Privacy Notice.?For a copy of our full privacy notice, please?see here

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