As dedicated systematic investors [1], we constantly strive to enhance our approach, ensuring it aligns optimally with our financial objectives. In recognition of the inherent unpredictability of short-term market movements, we resist the urge to time …
An interesting view point from our Investment Strategist: We tend to regard wealth as financial assets, large houses, and nice cars accumulated through a life of hard work. Yet that is to view wealth in narrow terms; on the very day we are born we are …
An update on the markets from our investment partners: In 2016, the UK market reached new highs and stocks in a majority of developed and emerging market countries delivered positive returns. UK investors with overseas assets benefited from the decline …
Philip Hammond delivers an Autumn Statement to make the UK match-fit for Brexit Our full summary of the key announcements can be found here. The UK has experienced plenty of political upheaval this year with the EU referendum followed by a change of le …
Renting shouldn’t be seen as a bad thing November 2015 Grand Designs magazine has an interesting column from Kevin McCloud about why good design and more affordable homes are integral to solving the national housing crisis. The crisis being that very f …
Encouragement of savings and investment is a key feature The Lifetime Investment Savings Account (ISA) will be available to under-40s from April 2017. There will also be an increase in the general ISA contribution ceiling to £20,000 in 2017/18. Our ful …
If you could cash in all your assets, would you buy back your life in the same way? There is always a reason for people to seek financial advice: an event, life change, just reaching those milestone birthdays. Money can be a great cause of stress and w …
“The Only Way to Guarantee Your Fair Share of Stock Market returns” By Vanguard Group Founder, John C Bogle If there is only one book you read about investing, we suggest it’s this one. John Bogle explains why attempting to outperform the market is ult …
George Osborne’s primary goal was to deliver the Spending Review, so there was a heavy emphasis on departmental expenditure and the £4,000bn expected total government spending over the next five years. Nevertheless, the Chancellor did make a number of …