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...
16
Sep
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 September 2022....
09
Sep
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....
05
Aug
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 5th August 2022....
29
Jul
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 29th July 2022....
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....
23
Jun
Why volatility isn’t the risk which should worry you
I recently read a consultation document regarding proposed changes to the way in which projections for money purchase pension schemes are calculated. ...
17
Jun
Briefing Note - Trust Registration Service
This briefing note is designed to provide information and guidance to trustees in respect of the new trust registration service (TRS)...