Bonds and Base Rates
Investors sometimes convince themselves that they know what the future holds and seek to position their portfolio to benefit from that knowledge. As one of our clients, you will know that this is not a …
INVESTMENT PRINCIPLES
A guide to surviving a stock market crash
A brief dive into investor psychology, how stock market downturns can affect our ability to make rational decisions, and the opportunities and dangers that can arise. For most of us, investing is a necessary part …
In volatile times it’s better to do as little as possible with your investments. Here’s why.
A sporting world record was created in London on February 27th 2022. As the Carabao Cup Final between Liverpool and Chelsea remained goalless towards the end of extra time, it seemed like the game was …
The quirky maths of investing
A good proportion of us shy away at the mention of the word ‘maths’, but in the investing world, there are some quirky mathematical outcomes that are worth reminding ourselves of. The first is that if …
2022 – Looking backwards and forwards
Anyone relatively new to investing could be forgiven for thinking that it is a simple game and easy to make money i.e. punt on what is going up most and buy the dips. Perhaps even those …
The secret to investing? Learn from history.
In the summer of 1999, I joined an investment bank to work on their client service team. In four short months I experienced how “putting all your eggs in one basket” can destroy wealth accumulated …
FOMO may be bad for your wealth
It feels at the moment that the markets have gone a little mad. Almost everything you hear on the news or read about investing suggests that everything is going up. The US market is up …
What you might be wondering as an Investor
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but …
How owning the best companies in the world can help you get retirement ready
Investing can be a strange old business that makes otherwise intelligent people behave in – let’s just say – less than logical ways. Fuelled by a rapidly rising market, Bitcoin, tech stocks, Tesla, are delivering …
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Intelligent Investing – the story of how David can beat Goliath
Prior to the financial crisis in 2007/9, we outsourced investment recommendations to external discretionary portfolio managers. The thinking was that these firms were populated by vast armies of economists, researchers and analysts and would deliver …
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