11 May Active vs Passive
Active outperforms passive – possibly ‘fake news’...
27 Apr Pension changes
Jeremy Hunt’s March 2023 budget made some important changes to pensions, some of which were kept under wraps until the actual speech and only appeared afterwards in the ‘small print’....
13 Apr Lessons from a Legend
The investment management industry loves its legends and there is none bigger than the nonagenarian ‘Oracle of Omaha’ Warren Buffett, CEO of the US-listed firm Berkshire Hathaway...
24 Mar The Budget Newsletter - March 2023
It may not have seemed like it, but the Budget on 15 March 2023 was the first in almost seventeen months....
02 Mar Avoid predicting the unpredictable
Each year, investors face a barrage of commentary and speculation from the financial press about which stock, sector or country is set to do well in the coming months....
27 Jan The error of reacting to market falls
Being an investor is never easy because, as humans, we tend to live in the moment responding to our emotions, the environment around us and the circumstances we find ourselves in....
20 Jan The best of what we read, watched and listened to this week
The best of what we read, watched and listened to in the week ending 20th January 2023....
05 Jan Costs Matter
The statement that investment costs matter should not come as a surprise to most investors. It is remarkable, though, just how relaxed some investors are about the costs associated with their investments....
16 Dec The best of what we read, watched and listened to this week
The best of what we read, watched and listened to in the week ending 16th December 2022....
01 Dec Value - worth waiting for
Stepping away from just owning the market takes courage and discipline but is likely to be worth the wait. ...