Bare shelves, queues at the pumps, rubbish not being collected, rising inflation and the prospectof rolling brown-outs, what a time to be alive. The only plus side… Read more “Q3 Investment Update – Memories of the 70s”

For a decade, for a prior employer, we were part of a team of advisers nominated by Camelot, the company that runs the National Lottery, to meet… Read more “What can we learn from Lottery winners?”

The traditional 60% Equity/40% Bond portfolio has performed excellently for the last four decades (according to some research from Schroders, producing better returns than just equities or… Read more “Death of a 60/40?”

The second quarter of this year was a positive one again for investors, having looked as though the cycle might turn back towards value stocks, it was… Read more “Q2 Investment Update – Inflation”

On the whole, our core client is asset rich enough that they can self-insur – essentially if they were to die or be struck down ill, their… Read more “Covering the complex”

The first quarter of 2021 was somewhat of a return to normal given the extraordinary events of 2020. Global stockmarkets enjoyed a good quarter, value stocks have… Read more “Q1 Investment Update – 2021 Review”

We suspect that in many cases, 2020 will be one to forget for most of our clients. Fortunately we haven’t lost anyone to Covid19 so far but… Read more “Q4 Investment Update – 2020 Review”

This recent infographic from the good folks at Visual Capitalist sparked our interest, it shows the huge shift from ‘normal’ to some form of sustainable investing. They… Read more “New normal”