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So far Philip has created 13 blog entries.

Current Investment Conditions: What you need to know

This week, the sun set in Tromso, Norway and will not rise again until 15th January. Although it is not quite as dark here, the current news flow is doing little to lighten the mood. Against this backdrop, October saw the biggest stock market falls in over three years, with [...]

Current Investment Conditions: What you need to know2019-04-29T11:43:29+00:00

♫ The Folly and the High Fees ♫

Latest study suggests trustees should revisit their investment strategies. The Financial Conduct Authority’s (FCA) latest report suggests that the season of goodwill does not extend to the asset management industry. The “asset management market study” examines the performance of UK fund managers, shining a spotlight on fund charges, fund performance [...]

♫ The Folly and the High Fees ♫2021-02-08T12:31:06+00:00

Income Strategies and Rates of Sustainable Spending

Not since the Bronze Age have borrowing costs been so low, according to a study published last month. It’s not surprising then, that investors are becoming increasingly concerned over how best to draw a reasonable level of income from their invested assets and exactly what level of income might be [...]

Income Strategies and Rates of Sustainable Spending2021-02-08T12:31:06+00:00

Are millennial investors facing a perfect storm?

Looking at the mismatches between expectation and reality Depressed wages, escalating living costs and a struggling global economy – millennials have a lot on their plates. They need investment income to support short and long-term financial aspirations. Does something have to give and is the perfect investment storm brewing? The [...]

Are millennial investors facing a perfect storm?2019-04-29T11:59:59+00:00

Dead Cat Bounce?

Quite remarkably, the index of large UK companies closed higher than its pre-Brexit level yesterday. But is this the start of a new period of stock market growth or are we merely witnessing a dead cat bounce? Of course, only time will tell but we are starting to form some [...]

Dead Cat Bounce?2021-02-08T12:31:06+00:00

Brexit Strategy

Investment Portfolio Planning in an Uncertain World After a lengthy negotiation process, the Brexit referendum has been set for 23rd June. As I write this, the opinion polls are giving no clear direction as to the outcome. Last week, the momentum was with the “remain” camp. However, after the emergence [...]

Brexit Strategy2021-02-08T12:31:07+00:00

Smart Beta Funds – an option for investors

Our investment specialist, Philip Bailey, contributed to a recent Interactive Investor article, explaining how smart beta funds can be used in portfolio construction. Smart beta funds are a relatively new kid on the investment block and are gaining their fair share of attention because they’re quite different to the type [...]

Smart Beta Funds – an option for investors2021-02-08T12:31:09+00:00
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