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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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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Gifting funds


3 things to remember if you’re planning on gifting funds You may be familiar with the expression “it’s better to gift with a warm hand than a cold hand” i.e. make gifts during your lifetime and gifting can form an essential part of Inheritance Tax planning. We’ve identified 3 key points with gifting that many […]

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Headline Blues


It’s a tough gig being a financial media pundit whose job requires making eye-grabbing calls on the outcomes of major world events. But at least the pundits rarely have to deal with the consequences of their bad predictions. From the Brexit referendum, to the US presidential vote to general elections in Australia, the Netherlands, France […]

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