The world stock market has delivered an average annual return of around 10% since 1988. But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations, it’s helpful to see the range of outcomes experienced by investors historically.
Read MoreEnjoy your gold jewellery, perhaps hide a few Krugerrand's in the airing cupboard, but don’t believe that owning gold will improve the structure of your portfolio. From an investment perspective, all that glistens is not gold.
Read MoreAs dawn breaks, the morning light reveals yet another political gamble that has not paid off for the dice roller. The UK has a hung Parliament, with no party holding an absolute majority. Such is the unpredictability of parliamentary democracy. If you ask the people of the UK what they think, be prepared for the answers that you might receive!
Read MoreWhile we can’t predict how this election will go, investors would be well-served avoiding the temptation to make significant changes to a long-term investment plan based upon the latest polling figures.
Read MoreEver ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions.
Read MoreFrom 6 April 2017, a new allowance may reduce the amount of tax due when leaving your estate, including your family home, to your descendants.
Read MoreHuman capital should be treated like any other asset class; it has its own risk and return properties and its own correlation with other financial asset classes.
Read MoreOn the winter solstice, Ifamax went to work on making life just a little bit better at the Dogs’ Friends Rescue, which is based near Cheddar. We went with no specific plan, other than for them to use us as they wished.
Read MoreAt a time when so much of the world’s political future is up in the air, we take a look at why our long-term investment strategies mean that you should be protected against any upheaval from the US election results.
Read MoreWhen news breaks and markets move, content-starved media often invite talking heads to muse on the repercussions. Knowing the difference between this speculative opinion and actual facts can help investors keep their nerve.
Read MoreThe UK has woken up this morning to a vote to leave the EU, the Prime Minister is set to leave office in October and the markets are suffering a bout of jitters. But investors need to hold their nerve and resist the temptation to restructure their portfolio.
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