Minimising liquidity risk in our client portfolios
The problems with the Woodford funds have been well documented. We are delighted that these suspended funds never formed part...
What does the end of share certificates mean for you?
“Dematerialisation” sounds, to me, like something that could happen only in Star Trek, but it will be coming to the...
August 2019 Investment & Economic Update
In our latest monthly investment update for August 2019, we take a look at how the global investment markets, economy...
July 2019 Investment & Economic Update
In our latest monthly investment update for July 2019, we take a look at how the global investment markets, economy...
How to avoid the next Woodford
History doesn’t repeat itself, but it often rhymes. Mark Twain is often credited with this pearl of wisdom, but he...
Lessons from Woodford’s fallen star
It’s been a busy week in the world of investing, following the suspension of Neil Woodford’s flagship £3.7bn Equity Income...
June 2019 Investment & Economic Update
In our latest monthly investment update for June 2019, we look at how the investment markets, the global economy and...
What’s behind this price inflation rise?
Price inflation is on the rise, with the latest figures showing the official measure now exceeding the Bank of England...
Are you risk literate? And what about your Financial Planner?
Everybody understands the importance of literacy, but risk literacy is a concept that is becoming important in Financial Planning. Risk...
Modern Monetary Theory, and why it matters
In the last few years, I’ve heard the term “Modern Monetary Theory” more frequently. It’s an economic theory that has...