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
17 Oct 2021

Multi-asset funds are a mug's game

Our Multi-Asset Fund Report 2021 looked at no less than 94 fund families, consisting of 420 multi-asset funds. Collectively, they hold almost £190bn of client money.
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Daniel Rawlinson
10 Oct 2021

In the Green?

After considering the negative impact that debt can have on firms such as Northern Rock and Evergrande, an investor may be wary of investing in this asset class or indeed in a firm that is using debt. In fact, debt used sensibly is beneficial for a firm and ultimately investors.
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Hana Dickinson
08 Oct 2021

Did you know our portfolios have been around for 7 years?

Although Betafolio is two years old, our portfolios are a lot older. They have, in fact, had years of exposure thanks to our sister company, FinalytiQ, an investment and retirement research consultancy that Abraham Okusanya, our founder, started in 2011.
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Daniel Rawlinson
06 Oct 2021

Evergrande... There's something very familiar about this?

The scenes of disgruntled investors crowding the lobby of Evergrande’s headquarters in the Chinese city of Shenzhen are reminiscent of British savers queuing outside of Northern Rock branches during the Global Financial Crisis. In both cases the root cause has been liquidity issues linked to property.
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