27 Jul Is the 60/40 portfolio dead?
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....
13 Jul Is economic forecasting worthwhile?
One of the features of the current economic environment is that central banks are obliged to attempt to forecast what future conditions will be....
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’....
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....
17 Mar Lessons from Silicon Valley Bank’s demise
What can we learn from the recent failure of Silicon Valley Bank to help us next time something like this happens?...
10 Feb When being cautious can lead to more risk
When it comes to making assumptions about a distant future, caution is generally a good thing. However, there are situations in which being cautious can actually result in more risk....
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....
25 Nov The Autumn Statement
Chancellor Jeremy Hunt’s second major announcement was designated as an Autumn Statement, but it will have a greater financial impact than most Budgets....
18 Nov Expected outcomes
'It's tough to make predictions, especially about the future.'...
28 Oct Keep your eyes on the prize
Image by Arek Socha from Pixabay At times like this, investors risk being unsettled by the endless rounds of media speculation and hyperbole. Talk of market failure risk by the Bank of England, squabbling politicians and headline grabbing market traders and analysts can lead investors to...