Rob Morgan (@robmorganinvest) 's Twitter Profile
Rob Morgan

@robmorganinvest

Investment Analyst for Charles Stanley. I mostly tweet about investments. Views are my own and definitely not advice.

ID: 3419787675

calendar_today13-08-2015 09:58:57

1,1K Tweet

254 Followers

260 Following

Rob Morgan (@robmorganinvest) 's Twitter Profile Photo

A bit of good news for Nick Train today. Rightmove #8 top holding in Lindsell Train UK Equity and #9 position in Finsbury Growth & Income Trust. A 5.0% and 4.2% position respectively.

Rob Morgan (@robmorganinvest) 's Twitter Profile Photo

No CPI surprises today, but services inflation ticks up showing it's the tough nut to crack for the BoE. It won't be in a hurry to cut interest rates tomorrow, but November remains very likely. The data may look better, and the Budget will reveal the fiscal picture!

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People should think twice before acting on rumour re pension tax free cash. With a more considered pension review looking at retirement outcomes promised this sort of move would be surprising and disappointing. charles-stanley.co.uk/insights/commeโ€ฆ

Rob Morgan (@robmorganinvest) 's Twitter Profile Photo

An eerie calm. Capricious bond markets are little moved so far this morning and no ripples on currency or stock markets. What lies beneath will start to be revealed at lunchtime, but it will probably mean more for tax and personal finances than it will for broader markets.

Rob Morgan (@robmorganinvest) 's Twitter Profile Photo

Shareholders of the seven investment trusts with requisitioned GMs on Charles Stanley Direct can (and should!) vote their shares. Look out for the email from our corporate actions team.

Charles Stanley Direct (@cstanleydirect) 's Twitter Profile Photo

Ready to take charge of your finances? Whether you are planning for your retirement, your estate, or your future goals, use one of our calculators to better understand your current financial situation. Find out more โžก๏ธbit.ly/3QRr6J4 Investment involves risk

Ready to take charge of your finances? Whether you are planning for your retirement, your estate, or your future goals, use one of our calculators to better understand your current financial situation.

Find out more โžก๏ธbit.ly/3QRr6J4 

Investment involves risk
Charles Stanley Direct (@cstanleydirect) 's Twitter Profile Photo

Global equity funds can make great building blocks for a portfolio, but actively managed options have generally had a tough time keeping up with a tightly bunched market in recent years - Rob Morgan Read the full article โžก๏ธ bit.ly/411r8Vc #investing #equity

Global equity funds can make great building blocks for a portfolio, but actively managed options have generally had a tough time keeping up with a tightly bunched market in recent years - <a href="/RobMorganInvest/">Rob Morgan</a> 

Read the full article โžก๏ธ bit.ly/411r8Vc 

#investing #equity
Charles Stanley Wealth Managers (@_charlesstanley) 's Twitter Profile Photo

Gold prices have surged to a record high due to escalating trade war concerns. In times of uncertainty, investors often turn to gold to protect and grow their wealth. Discover why investing in gold might be a consideration for you in our article: bit.ly/3EQkb0m #gold

Gold prices have surged to a record high due to escalating trade war concerns. 

In times of uncertainty, investors often turn to gold to protect and grow their wealth. Discover why investing in gold might be a consideration for you in our article: bit.ly/3EQkb0m

#gold
Charles Stanley Wealth Managers (@_charlesstanley) 's Twitter Profile Photo

#SpringBudget2025 The government is likely won't raise personal or corporate tax rates due to job market concerns. Expect spending cuts and hints at targeted tax changes.

#SpringBudget2025 The government is likely won't raise personal or corporate tax rates due to job market concerns. Expect spending cuts and hints at targeted tax changes.
Charles Stanley Wealth Managers (@_charlesstanley) 's Twitter Profile Photo

๐ŸŽ‰ We're honoured to announce that Charles Stanley Direct has been awarded the City of London Wealth Management Award for Best ISA Provider! ๐Ÿ† A huge thank you to our amazing team and people who made this possible! #BestISAProvider #WealthManagement #CharlesStanleyDirect

๐ŸŽ‰ We're honoured to announce that Charles Stanley Direct has been awarded the City of London Wealth Management Award for Best ISA Provider! ๐Ÿ† 

A huge thank you to our amazing team and people who made this possible!

 #BestISAProvider #WealthManagement #CharlesStanleyDirect
Charles Stanley Direct (@cstanleydirect) 's Twitter Profile Photo

๐ŸŽ™๏ธ In our latest podcast, Erica Whyte speaks to Charles Stanley Direct's Chief Investment Analyst Rob Morgan about their impact, the market fallout, and how investors should think about their portfolios: spoti.fi/4cH14Tp Investment involves risks

๐ŸŽ™๏ธ In our latest podcast, Erica Whyte speaks to Charles Stanley Direct's Chief Investment Analyst Rob Morgan about their impact, the market fallout, and how investors should think about their portfolios: spoti.fi/4cH14Tp

Investment involves risks
Charles Stanley Wealth Managers (@_charlesstanley) 's Twitter Profile Photo

๐ŸงนUse the Easter break to tidy up your finances. Consider taking advantage of the new tax year's ISA and pension allowances. If you have available funds, it might be a good time to invest for the future: bit.ly/42sBJcB Investment involves risk #Easter #Investment #ISA

๐ŸงนUse the Easter break to tidy up your finances. Consider taking advantage of the new tax year's ISA and pension allowances. If you have available funds, it might be a good time to invest for the future: bit.ly/42sBJcB

Investment involves risk
 #Easter #Investment #ISA
Charles Stanley Direct (@cstanleydirect) 's Twitter Profile Photo

๐Ÿšจ Cash ISA allowance cuts? Donโ€™t panic just yet. Despite the buzz, there are solid reasons to stay calm. Rob Morgan, our Chief Analyst, breaks down why a reduced limit might not be as bad as it sounds. Read it here: bit.ly/4iZDVwY Investment involves risk

๐Ÿšจ Cash ISA allowance cuts? Donโ€™t panic just yet. Despite the buzz, there are solid reasons to stay calm.  Rob Morgan, our Chief Analyst, breaks down why a reduced limit might not be as bad as it sounds. Read it here: bit.ly/4iZDVwY

Investment involves risk
Charles Stanley Wealth Managers (@_charlesstanley) 's Twitter Profile Photo

Rob Morgan rounds up the key investment trends shaping markets and investments for 2025 so far. And they have been quite different to previous years. Read the full article here: bit.ly/4kRNf7r Investment involves risk

<a href="/RobMorganInvest/">Rob Morgan</a> rounds up the key investment trends shaping markets and investments for 2025 so far. And they have been quite different to previous years. 

Read the full article here: bit.ly/4kRNf7r

Investment involves risk
Charles Stanley Wealth Managers (@_charlesstanley) 's Twitter Profile Photo

๐Ÿงญ Not sure how to choose the right investment fund? Start with 8 practical tips to help you define your goals, understand risk and make informed decisions: bit.ly/46gemoG ๐Ÿ“˜ Read the guide: bit.ly/4k9dHZq Investment involves risk

๐Ÿงญ Not sure how to choose the right investment fund?

Start with 8 practical tips to help you define your goals, understand risk and make informed decisions: bit.ly/46gemoG

๐Ÿ“˜ Read the guide: bit.ly/4k9dHZq

Investment involves risk
Rob Morgan (@robmorganinvest) 's Twitter Profile Photo

Things that you can hold in a Stocks & Shares ISA: Short dated gilts Money market funds Cash! ๐Ÿคทโ€โ™‚๏ธ