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Autumn Statement Summary

This summary contains key points announced in the November 2023 Autumn Statement

Investment Pensions

Evolving through decades

Leo prompts Gary to reflect on recent weeks, predictions of inflation peaking, the next ten years and Courtiers’ latest acquisition.

Company & Community Investment

Courtiers bond fund will keep doing what it’s doing

Jake explains how, by remaining true to its purpose of diversifying risk the Courtiers Investment Grade Bond Fund has outperformed the market.

Investment

November 2023 – Market Update

After a difficult month for investors in October, James tells Leo why he’s optimistic about the markets following comments by Chair of the US Federal Reserve, Jerome Powell.

Investment Market Commentary

Pensions & ISAs compared (part 2)

Compared to ISAs, pensions score highly when wealth is being accumulated. But how do the two match-up when it comes to drawing an income?

Investment Pensions Tax

Business cycles, recession and timing the market

Gary explains why the failure of the business cycle to behave as everyone thought it would and technological progress driven by AI could be the catalyst for a brighter future for the economy, as well as providing Courtiers with exciting investment opportunities.

Investment