Investment


What drives investment returns?


One of the most influential people in the field of finance is Eugene Fama, a professor at the University of Chicago and Nobel laureate in Economic Sciences. He and other academics have devoted their careers to understanding what drives investment returns. A philosophy based on decades of evidence Their aim is to identify what information […]

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2015: In Summary and in Context


2015 in Summary After several years of seemingly uninterrupted growth, 2015 was marked by increased volatility. The year got off to a good start with many markets around the world reaching record highs in April, but stocks fell dramatically in August, led by a sharp decline in Chinese share prices. Developed markets returned 4.9%, emerging […]

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Which hat are you wearing?


Most of us have multiple roles in life such as: Business owners Professionals Workers Consumers Citizens Students Parents Investors So our views of the world can differ according to whatever hat we’re wearing at any one time. This complexity of people and their range of motivations, depending on their circumstances, highlight the inadequacy of cookie-cutter […]

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Volatility: What a drag!


Volatility’ is perhaps one of the more commonly used words in the investment dictionary. Put simply, volatility drag is a function of the cruel maths that govern the difference between average returns and compounded returns. Volatility: The Maths The idea is very simple, if a portfolio falls in value, it needs to work harder to […]

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Video – Power of the Markets


The Stock Market explained This short, easy to watch video explains how stock prices are set and change based on the collective knowledge of buyers and sellers.   Armed with this information, investors can be more confident about the power of the financial markets. video platformvideo managementvideo solutionsvideo player Invest more successfully Once you understand […]

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Investment Management – Stop Monkeying Around!


In the world of investment management there is an idea that blind-folded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the case? […]

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Review existing pensions


As we move through our working life, almost inevitably we can build up a collection of pensions from previous employers and self-employment, amounting to significant six figure sums, but do you need to take any specific action with these pensions? Too often, we see advice centred around simplifying and consolidating all your disparate arrangements, which […]

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Passing pensions down the generations


The obvious personal tax benefits of a personal pension (SIPP) are well known, income tax relief on contributions, tax-free growth inside the pension and the option to take 25% of the accumulated fund as a tax-free lump sum, but what about the Inheritance Tax benefits? Defined Contribution pensions (Personal pension/SIPP) can be passed to any […]

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Lasting Power of Attorney


What is a power of attorney? A power of attorney is a legal document that allows someone to make decisions for you, or act on your behalf, if you’re no longer able to or if you no longer want to make your own decisions. There are a number of reasons why you might need someone […]

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