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.

Stay in Your Lane

Remember when oil prices went negative a few weeks ago? How is that even possible? I mean I get it now, but I couldn’t have comprehended it before the event. Below is a short extract from a story I read this week in Bloomberg News on how it played out for one person. It might … Continued

Diversification – The Results

Most investors know they should ‘not put all of their eggs into one basket’. And anyone with a competent financial adviser will have been advised to manage their portfolio ups and downs by spreading investments globally, as well as allocating to different asset classes. The main assets being cash, stocks and bonds. With stock markets … Continued

Is It Safe To Invest Right Now?

As we start the new decade, you may have taken some time to look back at the last ten years and consider how much has changed both personally and financially. You might even have thought about the next ten. And after what has been a stellar recent decade for the global stock market1 with a … Continued

News Update – Property Funds

Britain’s favourite topic. Property. But I’m not talking about the residential property that you and I live in, or the buy to let market. This update is about the current uncertainty in property investment funds, which pool investors’ money together so they can all invest in a portfolio of commercial property including industrial warehouses, office … Continued

Don’t Believe The Hype

A few words on the suspension of ‘star’ fund manager Neil Woodford’s UK Equity Income investment fund, which consumed my professional news feed yesterday and spilt into the broader headline news. And I honestly thought about stopping right there. But that would miss the opportunity to help remind investors of some valuable investment basics. Past Performance … Continued

Home Bias – A UK Perspective

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

Want a Great Investment Outcome? Use a Ulysses Contract

In literary classic The Odyssey, Homer tells the epic story of Ulysses and his ten-year journey home at the end of the Trojan War. In one of many challenges faced, Ulysses encounters beautiful Sirens singing spellbinding sweet songs, which lure passing ships to their destruction on the island’s rocks. To ensure his own ship’s safe … Continued

Environmental, Social & Governance (ESG) Investing

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

Investing and Speculating are not the same thing!

Earlier this week I met a potential new client who’d unexpectedly come into a large sum of money. But when it came to the matter of investing they could only be described as confused. Having spent some time explaining the basics of a good investment process and plan, we got to talking about the difference … Continued

Preparing For The Next Stock Market Crash – 10 Tips

As we approach the end of another calendar year, the financial media will soon turn its attention towards forecasts for 2018. And with global stock markets currently reaching new all-time highs I’ve already begun to see some market commentaries forecasting a stock market crash during 2018. Although a crash, correction or downturn cannot be ruled … Continued

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