Investment Advice


Investment essentials


Back in August 2016, we encouraged you to watch a 12 part documentary featuring Robin Powell and Mark Hebner which included all of the key elements to become a better investor and less of a speculator. There is now an abridged and more succinct 16 minute version available (click on the image above) which still […]

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How active fund managers have fared against global indices


Each year the S&P Dow Jones Indices release their S&P Indices Versus Active Funds (or SPIVA) Scorecard report. This looks at how active fund managers have fared against global indices. Robin Powell of The Evidence Based Investor gives us his synopsis and a UK focused view on this report. Click image to read: Aside from […]

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Stock market crashes and corrections


Current media reports are full of news on new highs for stock markets and market commentaries are rife with suggestions that a crash must be around the corner based solely on this information. History has shown us that world stock market index highs are not, on their own, a reliable predictor of future returns. Is […]

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Good and bad investment behaviour


Dan Ariely in Predictably Irrational: The Hidden Forces That Shape Our Decisions says, “Wouldn’t economics make a lot more sense if it were based on how people actually behave, instead of how they should behave?” Conventional Finance theory has long assumed that Investors/Consumers etc. are rational, risk-neutral wealth maximisers, but the experience of the Dot […]

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UK Fund Management Review


In November the Financial Conduct Authority (FCA) released its latest review and this time it has focused UK Fund Management industry practices and how these can impact customers; i.e. you and me. The report is not good reading for the industry and some commentators are urging the FCA to take further action against the morally […]

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More action less consultation please


The recent Financial Conduct Authority’s (FCA) long awaited final report into the asset management industry reinforced the evidence that we’ve known for some time; 1. Investments funds should compete on price, but clearly, they don’t, as the net profit margin of most asset management firms is still extraordinarily high (36%). 2. Paying a high price […]

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Hargreaves Lansdown v Vanguard (Who?)


Last month, Vanguard, announced that it is to offer UK investors a lower cost investment Platform, in a direct challenge to the incumbent behemoth Hargreaves Lansdown (HL). The immediate reaction was an 8% fall in the latter’s share price, as speculators pondered the demise of another Active-promoting financial services provider. Completely co-incidentally, the firm announced […]

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Do you really want to gift money to the taxman?


A recent survey* by Canada Life about inheritance tax (IHT) shows that wealthy Brits over the age of 45 are either ignoring estate planning solutions or they have forgotten about the benefits these can provide. Only 27% of those surveyed have taken financial advice on IHT planning despite all of them having a potential IHT […]

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Investment essentials


Back in August 2016, we encouraged you to watch a 12 part documentary featuring Robin Powell and Mark Hebner which included all of the key elements to become a better investor and less of a speculator. There is now an abridged and more succinct 16 minute version available (click on the image above) which still […]

Read more →