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Market update – Monday 13 July 2020

The full reopening of our offices for staff and client meetings alike has been a success. We are able to hold face-to-face meetings with you as our offices have all been reorganised, with new features added to allow socially distant meetings to review your financial affairs. Please do get in touch if you have anything you wish to discuss with your financial adviser, otherwise we shall be in contact with you regarding your annual review in due course. We have hand sanitiser on entry to the premises and the offices are regularly and thoroughly deep cleaned.

In case you did not see the information I provided back in May related to investing for positive change, I have reiterated some of the salient points below. There is much news coming out continually about a ‘green’ recovery and response from the pandemic and we believe that this provides an excellent investment opportunity. Market research carried out recently has again shown that funds investing in companies seeking to improve their Environmental Impact and Corporate Governance who are also acting in socially responsible (ESG) ways have outperformed their sister non-ESG funds. This has been shown to be the case for the year to date, and even more so over the long term. Companies using more ethical practices have been shown time and time again, to be less prone to external shocks.  Examples of such shocks we have seen very recently include oil spills and poor treatment of staff; society is less prepared to tolerate bad corporate behaviour and damage to the environment. These companies are also solving society’s challenges and we believe these companies of the future will prosper over the long term, due to rising demand for their products and services, motivated employees and loyal customers; they are helping to build a more stable, resilient and prosperous economy.

Finally, please copy and paste the link below to hear Lothar Mentel’s round up of the first half of 2020. As you will be aware from my previous emails, Lothar is the Chief Investment Officer at Tatton Investment Management, whose investment strategies we fully endorse and regularly use. Tatton also offers access to ethical investment strategies, should this be of interest to you.

As always, please do get in touch if you wish to discuss any aspect of your financial plan, or any of the above news.

To contact us by telephone, please call:

Ashford office: 01233 646 666 

Hastings office: 01424 457 080 

Kind regards,
Mark Eaton