Hugo Gravell

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Articles

Navigating market concentration how to invest your equities

Nov 22, 2024 | actuarialpost.co.uk | Hugo Gravell

In 2024, the share of developed market equities encompassed by the largest ten US stocks came close to 25% - the highest share for decades and a huge rise from only 10% as recently as 2017. This has raised concerns that markets are too concentrated in a few stocks. Comparisons are often made drawn with the tech bubble (also known as dot-com bubble) of the late 90’s, which was marked by a similar boom in technology companies, but which came to a grisly end in the early 2000s.
The impact of Labour's National Insurance hike on pension pots - London Business News

Nov 12, 2024 | londonlovesbusiness.com | Hugo Gravell |Sarah Dunsby |Hani Abuagla |Robert Lane

The Government’s announcement of a 1.2% increase in employer NI contributions may well lead businesses to tighten their purse strings, with employees left to pick up the tab through lower salary increases – and by extension lower pension contributions. The change could reduce this year’s salary increase by almost 2.5% for an employee who earns £35,000 and was due to get a pay rise of 3% before the change. The one-off reduction in the lower threshold for paying NI is a big driver of this.
Gold sell-offs drives prices down

Nov 12, 2024 | londonlovesbusiness.com | Hugo Gravell |Sarah Dunsby |Hani Abuagla |Robert Lane

Gold is under intense pressure on multiple fronts. Institutional sell-offs have driven prices down nearly 3% since Monday, pushing it below $2,600 for the first time since September 20. The trading narrative has shifted sharply from risk-off hedging to an ‘America First’ stance. The steady unloading of GLD holdings by the SPDR Gold Trust and other major institutions since November underscores this pivot.
Stocks rotate as catalysts lacking

Nov 12, 2024 | londonlovesbusiness.com | Hugo Gravell |Sarah Dunsby |Hani Abuagla |Robert Lane

DIGEST – Markets lacked catalysts on Monday, as the new trading week got underway, as stocks underwent a sector rotation, and the dollar gained further ground. A busier docket lies ahead today. WHERE WE STAND – A day lacking in obvious catalysts to kick-off the new trading week, yesterday, with both data- and news-flow relatively light, seeing markets once more take the path of least resistance, as the so-called ‘Trump Trade’ rolled on.
The General Election and implications for equity investments

Jul 3, 2024 | actuarialpost.co.uk | Hugo Gravell

By Hugo Gravell, FIA, Principal and Investment Consultant at Barnett Waddingham The Government is clearly signalling a push towards bolstering investment at home. But why is this shift so crucial, what should the incoming Government (whichever party) focus on, and what does it mean for both individual and institutional investors?
Barnett Waddingham - General Election implications for UK equity investments | Barnett Waddingham

Jun 27, 2024 | barnett-waddingham.co.uk | Hugo Gravell

As the General Election approaches, we are watching closely for any announcements that will affect UK pension schemes. In recent years, the Government has had a clear focus on revitalising interest in UK equities, with the Spring Budget 2024 introducing a fresh wave of initiatives, such as an increased ISA allowance for domestic shares, mandatory disclosure for pension schemes, and the innovative PISCES trading venue for private company stocks.
Barnett Waddingham - Megatrends: building a sustainable investment portfolio

Feb 21, 2024 | barnett-waddingham.co.uk | Chris Pritchard |Hugo Gravell

Although many investors – through necessity – tend to focus on short-term factors when managing their investment portfolio, as Chris Pritchard and Hugo Gravell explain, big opportunities are there for the taking for those ready to engage with long-term 'megatrends'. What are megatrends? Megatrends are long-term trends that we expect to drive the trajectory of the global economy over the next few decades.
Barnett Waddingham - Sustainable investing in DC Master Trusts 2023

Jul 4, 2023 | barnett-waddingham.co.uk | Hugo Gravell

Sustainable investment is an ever-growing area of importance, that will only gain more prominence as we head towards the government's 2050 net zero targets. Against this backdrop, how can trustees or sponsors really know if their DC Master Trust is making the decisions necessary to stay ahead of the sustainable investing curve? Our latest research highlights the important distinction you must make between your Master Trust provider's commitments, and their actions.