The world seems to be pressing pause at present, in the midst of the Corona Virus Pandemic. We are on lockdown and the future is unclear. These are strange and uncertain times, and it isn’t unreasonable to be confused, concerned or even a little overwhelmed...
‘When others are fearful be greedy and when others are greedy, be fearful.’ This quote from Warren Buffett underpins his investment strategy, and is a useful motto to fall back on in times of crisis. Financial markets have fallen by up to a third at the time...
With everything going on in the news, many people are struggling with anxiety, restiveness and poor sleep. It’s hard enough sometimes to get quality rest during good times, so how do you achieve this when the storm clouds are gathering? In this fascinating book by Michael...
David finds that spending time getting to know what is important to his clients helps to provide reassurance when funds take a dip in value. In the difficult market conditions of 2008/09, a lot of clients ‘bailed out’ of the market. To do this was not...
Despite a global market available at our fingertips, many investors still favour their home country when it comes to investing. According to a study1 undertaken by Vanguard, UK investors are heavily biased towards UK companies. A typical portfolio was found to hold around 3.7 times the...
Active management is still seen as a desirable portfolio characteristic by many clients and their advisers. When we pay someone to manage our money, it’s reassuring to believe they have insight that we do not, and that they will seek the best returns with minimal...
New Year – New You? Its that time of year when we are making efforts to reinvent ourselves, lose weight, get more exercise, do some of those things we have not been able to achieve in previous years. So this little book is just perfect for...
A very amusing and insightful talk where Anne Lamott shares her best tips on how to view yourself, life, families and God. “There are cracks in everything, that’s how the light gets in” is my favourite quote from her talk. Anne believes we are all doomed and...
Many investors are drawn to property as an asset class. It is not difficult to understand why. Property can generate both income and capital growth. Most property investors believe that they have some control over the investment, either by choosing the right property or making...
Investment planning is both an art and a science. While we have decades of factual research and real time data to draw on, judgement and human behaviour are equally as important. But even the most experienced investor may hold certain beliefs or biases, which can impact...