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Navigating the Coronavirus – Part 4: Economic Recovery

The headlines are now turning to the future looking at how deep a recession may be and the shape of the economic recovery. We can only wonder how the economy will recover and how long it will take. Many experts talk of the ‘shape of the recovery’ using names such as V U W or L to name a few.

 

LISA exit penalty temporarily cut

On Friday 1 May, the Treasury announced that it would legislate to reduce the penalty to 20% between 6 March 2020 and 5 April 2021 (inclusive). The timing means that anyone who has cashed in since 6 March 2020 is due a refund.

 

Portfolio Rebalancing

The asset allocation or the investment mix of a portfolio is designed to meet an appropriate risk profile of an investor and typically consists of Global Equities and Global Bonds. Rebalancing a portfolio is the process of bringing the current asset allocation back into line with the original or intended asset allocation.

 

Lexo are certified in Cyber Essentials

Lexo are proud to announce that it has achieved certification from Cyber Essentials, and is recognised as being dedicated to cyber security. The business complies with the government-backed cyber security standard, offering reassurance to both clients and colleagues alike.

 

Navigating the Coronavirus – Part 2

This week the Dow Jones Industrial Average (The Dow), which is the oldest U.S. stock market index, posted its biggest single-day percentage gain since 1933, up over 11% in one day! Volatility both ways (up and down) remains off the charts with all of the year’s best and worst days happening in March… So what is happening?

 

Navigating the Coronavirus

What a difference a fortnight can make!  I last wrote a couple of weeks ago and over that time we have seen the global effects of the Coronavirus, so I thought I would write again to keep you updated. I am sure you are well aware there is a global pandemic with over 183,000 cases […]

 

 
 

With investment, your capital is at risk. The value of your portofio with Lexo can go down as well as up and you may get back less than you invest. It is important that you understand the risks. Lexo aims to provide information to help you make your own informed decision. It does not provide personal advice based on your circumstances. If you are unsure, please seek personal advice from Lexington Wealth.

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