‘What about all this in the Middle East?’, I’m often asked in words to that effect, ‘what’s that...
Investments
“FCA to take action against Neil Woodford and WIM”
It’s ten years now since Neil Woodford launched his own fund management company. He was seen as a...
“LSEG report: Most active funds are underperforming their benchmarks”
So-called ‘tracker’ or ‘passive’ funds have become very much more sophisticated in recent years,...
“‘Helpful change’ or ‘political stunt’?: The debate on the Great British ISA and what investments should qualify”
Don’t hold your breath on this one. The idea is that, if you invest in British Bulldog Stocks and...
“What could the next General Election mean for UK equities?”
How worried should we be about a change (by which, read, to Labour) of government? Well, one...
“Platforms call for UK government to resist launching ‘retrograde’ British ISAs”
There is a school of thought which might say that, should you wish to revive and encourage...
“What next for investors if interest rates have peaked?”
What next is a much better couple (or more) of years ahead. If you have investments, you’ll have...
“Pensioner urges Hargreaves to create safeguards after he ‘gambled’ away Sipp”
An extreme example of the dangers of DIY investing, admittedly. A gambling addict who’d given up,...
“Measuring Fund Performance”
How do we pick the investments we recommend? Well, ‘performance’, or how much money they make, is...
“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...