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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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 […]

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