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. ...
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...
06 Oct A view of currencies and interest rates
It is interesting times but putting hyperbole, politics and the minute-by-minute gyrations of the market aside for a moment, let’s take a step back and look at what has been going on....
29 Sep The Growth Plan
What the Chancellor, Kwasi Kwarteng, presented to the House of Commons on Friday was definitively not a Budget; it was ‘The Growth Plan’. ...
23 Sep Sensible thinking about bonds
Like many people, we have been reading several articles or commentaries suggesting that a 60/40 balanced portfolio, or bonds as a whole, are ‘dead...
09 Aug 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....
13 Jul Should you be concerned about long term inflation?
The media is currently full of stories about the ‘cost of living crisis’ as annual inflation has reached a level not seen for decades in the UK. Indeed, judging by what I pay to refuel my car every week, it is certainly a real thing....
28 Jun Long term returns
After the year we experienced in 2020 and the current volatility we are seeing in various asset markets it seems appropriate to remind ourselves that when we invest in equities and bonds we should be doing so for the long-term....