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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Daniel Rawlinson
20 Jan 2022

Inflation: Transitory No More?

January is my least favourite month; indeed, the most depressing day of the year "Blue Monday" falls in January. But for me, it’s not the grey skies, the cold, or the realisation that Christmas pudding cannot be legitimately eaten for breakfast for an entire year that makes me so glum. You see my low mood is caused by the cost of running Bertie, don't we all have a name for our cars?
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Abraham Okusanya
14 Jan 2022

Investment Non-Outlook for 2022

This time of the year, the asset management industry dusts off its crystal ball and issues an ‘investment outlook’ for the year ahead. The only thing you need to know about these futile attempts at financial clairvoyance is that they aren’t worth the paper they are written on.
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Robin Powell
04 Jan 2022

What does active share tell us

Anyone familiar with the academic literature on active fund management will tell you two things. First, there’s shedloads of it, and secondly, it all concludes with pretty much the same thing — namely that active management is not a very efficient way to build long-term wealth.
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Abraham Okusanya
17 Dec 2021

What A Year!

As we approach the end of what has been a roller-coaster ride of a year, I can only look back with pride and gratitude at how far we’ve come!
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