Bonds have worked so well for so long that it can be hard to picture your portfolio without them. Yet, following the worst year for global bond markets in decades, there are real anxieties over their prospects going forward. The biggest threat they face is inflation. As prices rise, they erode the value of [...]
Investors can often get caught up in financial market drama, making it increasingly difficult to maintain a balanced portfolio. This article looks at the importance of balance and why we think regular rebalancing is key. Please note that when we’re talking about a “balanced” portfolio in this article, it’s not to be confused with [...]
When you hear "risk" related to your finances, how does it make you feel? Do you see an opportunity for great returns? Do you imagine the "thrill" of investing? Do you become worried that you’ll be left with nothing? Do you believe that risk is just an essential part of the investing process? To [...]
A Discretionary Fund Manager or ‘DFM’ exercises their professional discretion to buy and sell investments on your behalf. A discretionary management service can deliver highly tailored investment portfolios based upon your individual circumstances and objectives. This is in contrast, to an advisory mandate in which you, as the client, are asked to approve recommendations [...]
Investment management strategies can vary widely from person to person due to individual requirements; this is where a Discretionary Managed Service can prove beneficial. A Discretionary Managed Service is designed for investors that prefer to outsource the day-to-day management of their investments to professionals. A discretionary fund manager is a professional third-party investment manager [...]
