In the first few weeks of 2019 the topic I’ve heard mentioned more than any other, and one that might be new to you, is the investment principle ‘home bias’. Home bias is well documented as the tendency for investors to over-allocate assets to their home market, ignoring to varying degrees, foreign investments. There are … Continued
This is our blog page where we hope to pass on valuable information, which could help you be better prepared when dealing with your financial arrangements. Whether we explain basic principles, debunk financial myths, or provide general tips, this page is an opportunity for us to share our thoughts which can help you make better financial decisions.
But to be clear. We’re not providing personal advice here (you have to pay for that I’m afraid!) and any arrangements that you make having read these pages are entirely your own affair.
We don’t believe in forecasting the future, and in the event that we discuss specific products, funds or assets here, our opinion should be taken as that, our opinion and not a personal recommendation to buy or sell.
I recently travelled from London to Chicago to attend a three-day conference hosted by the investment research company Morningstar Inc. The event was rather aptly described by another attendee as ‘Lollapalooza’ for the US investment management and financial planning community. You might laugh at the tenuous link between finance and alternative rock, but to be … Continued
One of the major investment management trends of recent years has been the explosion of interest in Environmental, Social & Governance (ESG) investing. Whether you’ve heard of it already or not, it’s become a legitimate consideration for company owners, their shareholders and fund investors. There is no doubt it will continue to gain momentum as … Continued
Alex Riley and Bunker Riley Financial Planning have been profiled in the current edition of Morningstar Magazine. The magazine, produced by Chicago headquartered investment research specialists Morningstar Inc, reaches 65,000 global subscribers and features independent thinking and original research for all types of finance professional including institutional investors and advisors. You can read the piece below and … Continued
by Alexandre Riley I’ve attended the Morningstar Investment Conference in London every year in May since its inception in 2006, and I’ve seen its popularity rise during that time from an initial 50 or so delegates to somewhere close to 500 this year, making it one of the UK’s premier financial conferences. But this year, … Continued
Bunker Riley Ltd of 118 Piccadilly, Mayfair, London W1J 7NW is authorised and regulated by the Financial Conduct Authority. Registered in England No. 3361930
This site is intended for UK Consumers only.