Robin Powell 21 Jun 2022

Which investors are most likely to panic in a downturn?

In recent days we’ve seen a series of stomach-churning downward lurches in global stock markets. Once again, sensible commentators are rightly urging investors to stay calm. Bailing out when markets have fallen sharply is almost invariably a bad idea. It might bring short-term emotional comfort, but you may well be paying a very high price for it in the long run. As the saying goes, ‘Act in haste, repent at leisure’.

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Hana Dickinson
29 Jul 2021

Risk Profiler Tool

Our Risk Profiler Tool is a constantly evolving product that couples the benefits of learning through experience with our extensive market knowledge.
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ROBIN POWELL
18 Jul 2021

The industry just doesn't care about value

This is the time of year when children receive their end-of-year school reports. It’s fitting, then, that the FCA should have chosen this week to deliver its verdict on the first year of its Assessment of Value (AoV) regime, which requires the fund industry to demonstrate the value for money it provides.
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Hana Dickinson
14 Jul 2021

The economics of discretionary MPS are broken.

Financial planning is fundamentally about people, not services. And yet with discretionary MPS we have a group of successful investment managers offering overpriced services that underdeliver on returns, with no pressure to change the situation.
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Hana Dickinson
05 Jul 2021

Information at your fingertips

Here at Betafolio, we've eliminated the need to search your inbox, recently opened documents, or down the back of your sofa to find that must-have document.
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