Core-satellite investment styles are a hot topic, but it may add complexities which investors need to understand, explains Wendy Spires. Observers of the investment industry will know that, for over a decade, one of the main debates is that of “alpha” versus “beta”. This refers to whether it is worth paying more for active money […]
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Diversification – spreading your investments among a variety of asset classes, markets and sectors – is one of the foundational principles of good investment management. Arriving at the right mix, or asset allocation, for your financial goals, time horizon and risk appetite is arguably the most important part of devising your investment strategy and is […]
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In recent years it has become much easier for individuals to manage investments themselves. The growing popularity of “fund supermarket” platforms is to be welcomed: these have helped reduce costs, played a vital role in supporting and educating investors and made the rise of the DIY investor possible. Arguably, they’ve also put pressure on the […]
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Is your wealth prepared for political volatility? Here are 3 reasons to prepare your wealth for the election. The looming General Election underscores the need to have a professional wealth manager on board to help you navigate a potentially tricky investment landscape. Here are three reasons to prepare your wealth for the election, explains Lee […]
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