The fifth Collingbourne review of annual investment returns. We look at the return of meaningful interest rates on cash deposits and the questions this poses for investing.
Read MoreAll of us hold deep-rooted unconscious biases, which can work against us when investing. Being aware of these biases and taking a systematc approach to mitigate them can help avoid expensive mistakes.
Read MoreInvestment bubbles are a famous, repeating trait of investing, from 17th century tulip manias to the Dot-com crash; Alex Marrison takes a quick look at the psychology and emotions behind them.
Read MoreEssential to high quality Wealth Management is the seamless integration of financial planning and investment management. Can this be achieved successfully with these roles being separated?
Read MoreThe fourth Collingbourne review of annual investment returns. We look at the return of double-digit inflation and the potential impact on investment returns.
Read MoreWith financial markets falling and most investors seeing portfolio values heavily down this year, we thought we would write a quick update on what is happening and some thoughts on a key topic.
Read MoreWe understand clients maybe concernd over exposure to Russian assets, both morally and financially right now. Hopefully this note will reassure exposure is very small and diminishing.
Read MoreOur third annual installment. This time David Hanby looks at the wild stock market swings of 2020 and the response of investors and how they behaved during those turbulent times.
Read MoreWe hear a lot of superficial noise about shares in the media, usually along the lines of “billions wiped off markets”, “company X’s shares skyrocket” etc. David Hanby takes the time to take a deeper look at one of the key drivers of equity market returns.
Read MoreData shows houshold finances are improving during lockdown as expenses are forcibly curtailed. But why do we overspend in the first place and will old habits return?
Read MoreAs featured in the Winchester Resident magazine. As cabin crew explain emergency procedures to passengers, financial advisers discuss potential stock market crashes with their clients. As some investors are trying to remember how to fasten their lifejackets, Martin Strutt looks at setting risk levels.
Read MoreAn unusual post for us, commenting on short-term market movements, but given the scale and level of media coverage, David Hanby is breaking with tradition.
Read MoreIn the third in his series of articles for the Winchester Resident magazine, Martin Strutt shares the story of a near miss for a client and discusses how our emotions work against us when investing.
Read MoreOur second annual installment. This time David Hanby looks at the year gone by within the context of the last 25 years.
Read MoreFollowing the Woodford fund collapse, David Hanby looks at the difficulty of picking stock-pickers to manage your investments and the alternative.
Read MoreIs an 8% return too good to be true? David Hanby looks at how safe an investment really is
Read MoreYou may have read the usual explanations / forecasts / waffle relating to the market falls in late 2018. David Hanby offers some context by comparing’s 2018 returns to our long-term financial planning assumptions.
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