Today, it certainly feels like the world is in a very uncertain place. The events in Ukraine are extremely unsettling
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For decades active managers have sold the idea that they can out-perform the market. That is what investors pay them to do. But how many are delivering value for money?
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The fall of Neil Woodford, once dubbed “Britain’s Warren Buffet”, is just the latest in a long line of investment fiascos, and it won’t be the last.
Read MoreThere is a significant body of research showing there is a long-term premium available for investors who tilt their portfolios away from glitzy growth toward less fashionable value stocks — ones with low prices relative to fundamentals like earnings or book value. The problem is that no one has worked out either when and where that premium will kick in
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It’s very tempting to try to second-guess the market. But successful market timing is often down to luck rather than skill, and doing it consistently is almost impossible. So what are the alternatives?
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As attention turns to the Rugby World Cup in Japan, we’ve been looking at what we can learn from the oval-ball game when it comes to building a suitable investment portfolio.
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We’ve all wasted time and money on things, and what’s it’s done we can’t do anything about it. But we still have options and choices. And that starts with writing off a losing proposition.
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Business coach Nicola Wilkes came to us with several folders packed with paperwork and a shaky grasp of what was in them. Here we'll see what she gets back, discuss her next steps and make sure her financial paperwork stays minimal and manageable.
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Like well-prepared travellers, diversified investors are ready for a range of outcomes. If the stock market is roaring ahead, they can have sufficient exposure to enjoy the benefits of that growth. But when stocks are down, they can also be protected under the relative shelter of government bonds.
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Say goodbye to the unnecessary paperwork that’s been cluttering up your house and life. We’ve digitised the paperwork that can be kept as a soft copy and now it’s time to shred the superfluous.
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It’s impossible to predict with any consistency which individual asset classes, markets or securities will deliver the strongest returns next. The best thing you can do as an investor is to be broadly diversified.
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In Step 3 of our financial decluttering process, clients deliver their financial paper trail and then we work our magic to divide it into three types — things they need original copies of, things they can keep digitally and things they simply don’t need at all.
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Step 2 of our financial decluttering process is the part where the client hands over everything they’ve got and we go away and make sense of it. It might be in folders, envelopes or a carrier bag. This is where clarity begins..
Read MoreAccepting market prices is like asking the audience. They’re never going to be perfectly right, but it’s the best barometer we’ve got. And by not trying to work it out all on your own, you’re freed up to focus on all the things you can control.
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For us, financial decluttering is an important part of giving our clients clarity. In this five-part series, we’re going to show you how we do it.
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Working out whether someone is trustworthy or not always easy. The size of the firm, for example, tells you very little. In this video, author Herman Brodie explains what you can do to help you find the right person to manage your finances.
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There’s no getting away from the fact that investing — especially investing in equities — involves risk. But risk can mean different things to different people. There are also many different types of risk, so let’s have a look at some of the main ones.
Read MoreIn the UK, Neil Woodford is investing Royalty. When, in 2014, he set up his own fund, the Woodford Equity Income Fund, it was billed as the fund launch of the decade. But it hasn’t gone well.
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