Introducing LIFT-Invest

About us

Finding a team you trust with your investments brings peace of mind.

Levels of risk

Our model portfolios are designed with different investment aims in mind. We assess them regularly to check they continue to fit those aims and are re-balanced where needed.

Market commentary

Every quarter we provide a review of what's current in the investment market.

Our Investment Commitee

Your investments are managed by a highly qualified team, each with their own area of expertise.

Podcasts

27th April 2022

This episode features Dan Thompson, Portfolio Manager sharing his monthly investment update and providing some insight on the everchanging current events.

23rd March 2022

Dan Thompson Portfolio Manager provides an update about recent events and the impact they are having on the investment market.

22nd February 2022

This episode features Dan Thompson, Portfolio Manager at LIFT-Invest sharing his thoughts and predictions about current events and their impact on the investment market.

31st January 2022

As we enter a New Year, Dan Thompson, Portfolio Manager at LIFT-Invest, provides a monthly investment update for January 2022.

Latest blog

Continue reading 'Quarterly Market Commentary; January - March 2022'

Quarterly Market Commentary; January - March 2022

The first quarter of 2022 saw both stock and bond markets endure a turbulent period against a troubling geo-political and economic backdrop. The ever-higher inflation prints across much of the developed world would have been difficult enough for market participants to navigate – however, in combination with the invasion of Ukraine by Russia, this has resulted in some extremely volatile sessions.

Continue reading 'Quarterly Market Commentary; October - December 2021'

Quarterly Market Commentary; October - December 2021

For the period October – December 2021, investment returns were led by equity market indices despite continued uncertainty around rising inflation and subsequent central bank responses. The S&P 500 rose an impressive 10.1% from 4,357 on 1st October to an all-time high of 4,793 on 29th December.

Continue reading 'Quarterly Market Commentary; July-September 2021'

Quarterly Market Commentary; July-September 2021

The period July – September 2021 was a tumultuous period in equity and bond markets across the world, with many reaching all-time/post-covid highs in August before falling back sharply in late September.

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