The 60/40 portfolio is not dead

It’s become almost a trend in recent years to condemn the 60/40 portfolio, which invests 60% in stocks and 40% in bonds. And with good reason. Thanks to an absurdly low interest rate environment, it didn’t offer the same diversification benefits one would expect in a more reasonable world. Yet investors need to recognise [...]

The 60/40 portfolio is not dead2023-09-08T11:14:17+00:00

Should you keep savings in cash or invest?

With top-paying savings accounts in the UK now paying around 4% interest, and with cash rates for one-year fixed term accounts going as high as 5%, many consumers are now wondering whether they should simply hold onto their cash savings rather than investing. To help clients with this tricky issue, we have looked to [...]

Should you keep savings in cash or invest?2023-07-26T14:44:58+00:00

Investing in Commercial Property

Commercial properties include such spaces as offices, industrial buildings, shopping malls, warehouses, retail parks, hotels, cinemas, and logistics buildings. Investing in commercial property can usually be considered as being a good diversifier in client portfolios. One way investors can access this asset class is through buying open-ended property funds, which look [...]

Investing in Commercial Property2023-07-26T14:02:51+00:00

Why long-term investing is the wisest strategy

Investing for the long term gives your money the greatest chance of growing in value. But this means keeping calm during periods of significant stock market volatility – and remembering that, as history shows, markets typically recover. Here are three reasons why investing over the long term is the wisest strategy. [...]

Why long-term investing is the wisest strategy2023-02-13T12:26:47+00:00

The top 10 investment mistakes to avoid

Everyone makes mistakes at some point in their lives. Some are relatively minor, like accidentally hitting ‘reply all’ and broadcasting a message to your colleagues. Others can have more long-lasting consequences, and this is especially the case when it comes to your investments. Making a mistake with your investments could set you back hundreds, [...]

The top 10 investment mistakes to avoid2023-02-13T11:33:27+00:00

When is the right time to start investing?

Dipping your toe into the stock market can be a daunting prospect, especially in a time of heightened market volatility. So, when is the right time to take the plunge? Funnily enough, the answer doesn’t depend on what is happening in the wider economy, but on your own individual circumstances and goals. [...]

When is the right time to start investing?2023-02-13T11:10:09+00:00

What are the alternatives to NS&I?

National Savings & Investments (NS&I) is a firm favourite among UK savers, who appreciate its secure government backing and the excitement of its premium bond prize draws. Yet with interest rates on its products often lower than those offered elsewhere, it might be worth considering alternative options. The decision that’s right for you will [...]

What are the alternatives to NS&I?2023-02-13T10:36:56+00:00

What Inflation Means For Your Investments

UK inflation soared to a 41-year high of 11.1% in the year to October 2022, according to figures from the Office for National Statistics. In the two months since it has fallen, first to 10.7% in November and then to 10.5% in December. But it remains more than five times the official target of [...]

What Inflation Means For Your Investments2023-02-13T10:21:31+00:00

Get smart around market volatility

Market volatility can increase or decrease depending on where we are in the business cycle. Here’s why this shouldn’t worry long-term investors. Big market declines can be unnerving for investors, often triggering emotions of fear and concern, particularly if they occur unexpectedly or in a very brief period of time. However, such declines are [...]

Get smart around market volatility2022-11-09T17:30:04+00:00
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