How do we pick the investments we recommend? Well, ‘performance’, or how much money they make, is...
Investments
“Why the 60/40 portfolio ‘should be dead'”
Sounds a bit investment/tech/nerdy, I know. The ’60/40’ portfolio is what we call ‘Balanced’, with...
“Investors split on whether home bias still does or should exist”
The worry and occasional happiness we hear from clients about the state of their investments often...
“Odey fund surges 145% on big bet against gilts”
Someone, somewhere always makes money, and very often it’s a hedge fund manager. Even those who...
“Why investors are reaching for the astrology of finance”
I thought this might be a way to finally make certain members of my family, and perhaps many...
“Green investing is underperforming, but don’t count it out just yet”
There are some johnny-come-lately ethical and sustainable investors who put money into...
“Key ISA sales season flops as investment drops 91%”
Had we advisers been doing our jobs this should have been a bumper ‘ISA Season”. World stock...
“45% of new self-directed investors unaware that losing money is a risk of investing”
Maybe those who were surveyed broke the first rule of any exam and didn’t read the question...
“Hargreaves’ shares tumble as new client numbers fall 66%”
OK, happy to admit a whole bunch of schadenfreude here. DIY investing, especially that guided by...
Royal London slams Shell’s climate plan
This is good news, a sign of big investment companies using their clout in positive way. Royal...
“Fiduciary duty trumps ethics for weapons investors”
Here’s food for thought if you’re not currently an ethical investor. Many, if not most...
Paper shortage delays Abrdn shareholder vote
Here’s one in the eye for those tech-sceptics, forever saying ‘Yes, but if Russian...
“What regulation of art markets means for advisers”
The answer, in our case, is not a lot, as we don’t recommend works of art as investments (even if...
“Wealthy Brits refocus portfolios ethically ‘with urgency'”
What big investors, like fund managers, pension funds, and in this case the ultra-rich do with...
“Oh no! Not another ESG article”
If you mentioned ethical sustainable investments to anyone in this business a year or two ago,...