Everyone has been touched by the horrific events and unfolding human tragedy in Israel and the Gaza Strip and many are concerned about how this might escalate into a wider conflict at a time of great uncertainty in the world. ...
There is always a dynamic tension that exists between sensible well thought out long-term financial goals and the emotions that we experience in the moment...
Structured products offer a classic example of an opportunity for information asymmetry to result in poor outcomes for consumers....
A portfolio constructed from a bottom up dividend-driven approach may be suboptimal and contain risks that may not be fully appreciated....
Despite the doom and gloom in the news global equity markets (developed and emerging markets combined) have actually risen in 2023 however just nine companies accounted for three-quarters of the 7.2% rise in global markets this year to the end of June. ...
In the past few years, obituaries for a traditional ‘balanced’ portfolio of, say, 60% equity and 40% bonds have been written by quite a number of journalists and fund managers....
One of the features of the current economic environment is that central banks are obliged to attempt to forecast what future conditions will be....
Unfortunately, as humans, we are poorly neurologically wired to be good investors. ...
Given the battering which investors in some types of bonds have taken in the last few months, it’s understandable when the question arises as to whether they might be better to eschew such assets altogether and opt to invest solely in equities....
It is sometimes easy to forget that when markets rise and fall, we are looking at this through an aggregated, market-capitalisation weighted lens....