Discussion
Cube Capital Discussion is all things related to personal finance, as well as anything we find interesting.
Q2 2024 Review
Market Commentary The past three months have been pretty much in line with the first three months, with the addition of some political…
July 11, 2024
Robert Craig
Now Let’s Remove Stamp Duty: Revitalising the UK Equity Market
The 0.5% stamp duty on the purchase of UK shares is often viewed as a minor cost with minimal impact. However, this tax has significant…
July 9, 2024
Robert Craig
May 2024 Review
Market Commentary This past month or so has clearly demonstrated what the overriding driver for stocks, particularly in the US, has become…
June 7, 2024
Robert Craig
April 2024 Review
Market Commentary Stocks in America retrenched in April as the Goldilocks scenario of sustained growth, modest inflation, and a neutral…
May 15, 2024
Robert Craig
What's better for stocks, Tories or Labour?
I think firstly I should caveat that Prime Ministers have no direct control over the stock market or indeed monetary policy. It’s my view…
May 3, 2024
Robert Craig
Q1 2024 Review
Market Commentary As the year started, we referred to the bullish sentiment that equity investors had for the year ahead in contrast to the…
April 29, 2024
Robert Craig
The Amazing Vanishing Stock Market
Is the UK market picking up its ball and going home? Peel Hunt believes so and there's a compelling reason behind this, which it has dubbed…
April 29, 2024
Robert Craig
February 2024 Review
by Portfolio Advisor Paul Sedgwick Dear Partner Another solid month for equity markets, as the love affair with the technology sector…
March 7, 2024
Robert Craig
January 2024 Strategy Review
Dear Partner 2024, as we noted in our last update, has started on a very positive footing, quite contrary to this time last year. This…
February 6, 2024
Robert Craig
Navigating the UK Government Bond Market
A Guide for Investors in a Changing Interest Rate Landscape In the ever-evolving world of investments, one question frequently asked by…
January 19, 2024
Robert Craig
2023 End of Year Review
2023 Review. Markets & strategies brief Markets/Economics This time last year, it was hard to find any strategist who had an optimistic view…
January 11, 2024
Robert Craig
October 2023 Review
By Portfolio Advisor Paul Sedgwick Dear Partner The past few months have been ones in which perhaps hope and reality have caught up with…
November 9, 2023
Robert Craig
Quantifying the Value of Financial Advice
In the world of financial advice, proving its worth is often nebulous. In a study I've been reading, Vanguard has attempted to do this and…
September 21, 2023
Robert Craig
August 2023 Review
By Portfolio Advisor Paul Sedgwick Dear Partner August can often be unsettling for capital markets; liquidity is poor, and as a…
September 8, 2023
Robert Craig
July 2023 Review
"Tech stocks continued to dominate, but the rally's breadth increased in July, although for a change US equities lagged modestly Europe" B…
August 8, 2023
Robert Craig
H1 2023 Review
"The first six months of 2023 saw the focus move to what is being dubbed the "fourth industrial revolution", as the anticipated growth in…
July 20, 2023
Robert Craig
May 2023 Review
"Our portfolio was not immune to the general sell-off in asset prices, Alphabet benefited from the rise in AI-exposed stocks, as did…
June 10, 2023
Robert Craig
April 2023
The stealth rally in equities continues to confound investors around the globe, as positioning to equities remains low
May 5, 2023
Robert Craig
March 2023
"...real interest rates in all major developed economies are still negative, helping support the case for equities."
April 6, 2023
Robert Craig
Time in the market, not timing the market
This simple phrase is the best piece of investment advice I have ever been given. In turn I try to share it with anyone and everyone as much…
March 23, 2023
Robert Craig
February 2023 Review
"Cheap money led to investors chasing outsized gains in hope over experience; we took the tortoise over the hare approach"
March 9, 2023
Robert Craig
January 2023 Monthly Review
Markets are out the gates and running for 2023! "Global stocks had their best start to a year for four years as the Nasdaq had its best…
February 9, 2023
Robert Craig
2022 Portfolio Reviews
"Periods of uncertainty are always uncomfortable, but these are the periods to remain resolute, look for opportunities and continue to focus…
January 23, 2023
Robert Craig
November 2022 Review
"This month saw the Total Return Balanced Portfolio step into positive territory for the year" By Portfolio Advisor Paul Sedgwick Dear…
December 7, 2022
Robert Craig
October 2022 Review
Another monthly review, another PM! However, it does appear that the revolving door that is number 10 has stopped spinning for now. By…
November 8, 2022
Robert Craig
September 2022 Review
The Conservative party ushered in their 4th leader in 6 years only for some members of her own party to threaten to oust her within weeks of…
October 11, 2022
Robert Craig
August 2022 Review
Augusts annual symposium at Jackson Hole was the catalyst for the mid-month reversal in markets. By portfolio advisor Paul Sedgwick Dear…
September 9, 2022
Robert Craig
July 2022 Review
It is said that stocks take the stairs up and the elevator down. This month they appeared to take the elevator back up, with the best…
August 4, 2022
Robert Craig
What can businesses do with surplus cash?
There are many different options available to businesses for what to do with surplus cash. We’ll explore some of these below. Clearly there…
August 4, 2022
Robert Craig
June 2022 Review
By Paul Sedgwick Portfolio Advisor Dear Partner As the first half of the year draws to a close there have been few areas for savers to hide…
July 8, 2022
Robert Craig
May 2022 Review
By Paul Sedgwick – Portfolio Advisor Dear Partner Despite little improvement in the outlook for the global economy, stock and bond investors…
June 8, 2022
Robert Craig
April 2022 Review
By Paul Sedgwick – Portfolio Advisor Dear Partner, Another tough month for global asset prices as the Global equity index fell around…
May 5, 2022
Robert Craig
March 2022 Review
By Paul Sedgwick – Portfolio Advisor Dear Partner, March started in the same vein as January and February. Equity markets were already under…
April 12, 2022
Robert Craig
2021 PORTFOLIO REVIEWS
Performance Highlights (Gross) Total Return Balanced 8.10% Total Return Equity…
January 26, 2022
Robert Craig
What is Quantamental Investing?
Over the last ten years, active managers have found it increasingly difficult to beat benchmarks. It’s arguable that the markets have become…
May 3, 2021
Robert Craig
What are negative interest rates?
The Bank of England (BoE) has been gearing up banks for the potential of negative interest rates for sometime now. BoE policy maker Silvana…
March 29, 2021
Robert Craig
5 KEY AREAS TO WATCH (INVESTMENTS 2021)
It’s always hard to give outlooks and predictions, take 2020 as a prime example! Anyone looking at investment strategies for retirement or…
January 23, 2021
Robert Craig
2020 STOCK MARKET & ECONOMIC REVIEW
Robert speaks with portfolio advisor, Paul Sedgwick, about 2020. It’s hard to boil down into a brief review what 2020 meant for investors…
January 22, 2021
Robert Craig
US ELECTION (SIR CHRISTOPHER MEYER)
Robert speaks with Sir Christopher Meyer, former UK Ambassador to the US, about the upcoming US election. He shares first-hand insights into…
October 15, 2020
Robert Craig
TECHNOLOGY IN BUSINESS
Robert talks with Professor Leslie Willcocks from the London School of Economics. They discuss the future of work in a post coronavirus…
May 18, 2020
Robert Craig