The financial airwaves were dominated by two themes in May: the US debt ceiling negotiations and excitement over AI.

In a nutshell: calm after the storm with inflation in major economies trending down; watch out for tighter credit conditions; major central banks continue rate rises but are close to peak.

In a nutshell: Silicon Valley Bank and Credit Suisse spark concerns in the banking sector; central banks stick to restrictive monetary policy; positive end to the month for Bonds, mixed for equities.

In a nutshell: markets reassess their 'risk on' positioning; previous bond market reverse; change in mood affects equities too.

Effective tax planning is a year-round job. But it's only at the end of the tax year that you have all the information needed to use the allowances and reliefs in a tax efficient way.

Risks and opportunities in the year ahead - why the outlook is favourable for long-term investors.

What’s moving markets and asset class implications

The HMRC app is an easy way to find out information about your income, tax, National Insurance, tax credits and benefits. It also allows you to make self-assessment payments and track correspondence with HMRC.

Jeremy Hunt used the Autumn Statement in an attempt to calm markets and reset public finances with a series of tax rises achieved through cuts and freezes to allowances.

Read our summary of the key points from today's Autumn Statement.

August 2022

5 key takeaways from the first half of the year

Markets yo-yo with the prospect of recession

By the standards of downturns stained upon recent memory - the financial crash of 2008 and pandemic-induced collapse of 2020 - America’s next recession is predicted to be far less severe but to have far-reaching consequences.

Inflation hasn't meaningfully begun to slow yet. Right now, all we have are various reasons why it *should* slow.

Hot commodities continue to impact the world economy via inflation, geopolitics and more.

…and asset class implications

Join Marco on Wednesday 29th June at 1pm for a free webinar offered by Cognacity to explore our emotional relationship with money and the psychology behind it.