Based on your answers, you’re a Balanced investor.
As a ‘Balanced’ or medium risk investor, your portfolio will be invested in shares, balanced by exposure to more defensive areas of the market which may include cash, fixed interest securities and property. This approach aims to achieve a balance between security and return but is likely to involve at least some short volatility. And it’s good to know your feelings about ethical investing. There’s a lot more to it, of course. Before we advise on which investments are suitable for you, we’ll ask you to complete a more detailed questionnaire and ask a lot more about your reasons for investing and the potential effects of falls in the value of anything we recommend. We’ll tell you more about this during our initial consultation.
“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 person’s change for the better is another’s worst nightmare, of course, but let’s try to look at this with the dispassion of the markets and money persons.
“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 been asked a few times now by clients who’ve done their homework (‘Clever Clogs’? You may think that…).
“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 investment in the UK Stockmarket, a starting point might be the reversal of Brexit.