Investors can be forgiven for feeling rather nervous of recent economic and political events. Clients have become concerned over the past months as the FTSE 100 Index has lost its poise above 6000…

Demographics are deemed to be a driver of investment returns. The argument goes that the bigger the proportion of the population that is of a working age, the greater the economic value creation an…

Perception very rarely equals reality in the investment industry. Be it the perception that investors can time markets or the perception that headline index levels show that markets have not risen…

Continuing on from our last Thought about index trackers and their complexities, this week we focus on the more complex vehicles available to UK investors.

Investors spend a lot of time focussing on the investments that have lost money in their portfolio. This is a common trait as no-one likes to lose money and is referred to by academics as ‘loss a…

As an asset class, cash doesn’t get the attention it deserves. True, it generally has a zero and sometimes a negative expected real return, but there is a near certainty around that expected retu…

Investors are told that markets are unpredictable, that past performance is no guide to the future. Why then is past performance focussed on so heavily by the average investor when making investmen…