If you’re a ‘Balanced’ investor, which, at ‘medium risk’ is, in our experience, where most are...
investing
“‘Investors ignore geopolitics at their own risk'”
‘What about all this in the Middle East?’, I’m often asked in words to that effect, ‘what’s that...
“Are US stocks bubbling up?”
‘I’ve seen how much the S&P 500 has gone up, why haven’t my investments done the same?’, I’ve...
“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...
“FCA to simplify listing rules in bid to revive UK stock market”
Fewer companies are ‘listing’, choosing to have their shares bought and sold once they’re big...
“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...
“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...
“UK launches green savings bonds”
Considering how much noise they make about other (in particular green) stuff, this government...
“FCA lays out plan to shake up listing rules”
Great! A shake up of the rules to ensure that the City of London remains one of the world’s...
Unravelling the ethical jargon
The jargon surrounding what used to just be ‘ethical investments’ can be confusing, so we’ve...
“Directors banned after taking millions from investors”
Two headlines on the same day show how financial services regulation is still as ineffective as...
“FCA’s 180-day rule ‘spells the end’ for property funds”
Property funds are often promoted as being ‘safe as houses’; or, more accurately, offices, retail...
“CGT shake up could ‘put people off investing entirely'”
We know that Rishi has to raise a lot of cash, and the rumour is that CGT will be hiked to help...
“Men four times more likely to suffer market jitters”
Apparently, when markets dip or crash, only 0.4% of those who don’t use advisers and run their own...