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How diversification provides less risky returns

How diversification provides less risky returns. Currently the markets are in a state of flux-economic data is appalling but that’s to be expected given that much of the world.....

Superior performance in both falling and rising markets

Superior performance in both falling and rising markets. It’s reasonable to say investment markets have had their fair share of up’s and down’s over recent years....

October Storms

October Storms After a relatively calm September, the financial markets were hit by October storms. Since the 1st October, the main UK and European stock-markets have fallen by 6%...

Small is beautiful when it comes to fund management

Small is beautiful when it comes to fund management. We are repeatedly asked, “How do you manage to provide superior returns to many multi-national institutions offering equivalent portfolios to your own?”.

It’s not just about making money, it’s holding onto it

It’s not just about making money, it’s holding onto it. The recently released BofA Merrill Lynch Global Fund Manager Monthly Survey shows fund managers’ overweight position in global equities at 19%; viewed in isolation this suggests a positive outlook, but this number reflects a fall from 33% the previous month to the lowest weighting in equities since November 2016.

News Update January 2018

Who offers the best wealth management service?... We do of course! The two key ingredients of any wealth management offering are cost and investment performance. Investment specialist David Warren from Charlwood IFA talks us through...

Glad Tidings From Charlwood’s

As 2017 draws to a close we can reflect on investment markets that confounded most expectations; despite the constant bickering between two unstable nuclear powers, weather of Biblical proportions and a turnaround in monetary policy, bonds didn’t collapse, and shares continued to rise with several stock-markets hitting record highs. We weren’t alone in expecting a correction at some point during the year but, in the event, we witnessed unprecedented low levels of volatility.

Have central banks changed direction?

It’s not just the weather that has left an autumnal chill in the air; central bankers have returned from their summer hols with a slightly harder edge to their comments. Underneath the contradictory guidance and the daily flip-flopping of opinion, we get the feeling that the free drinks are being gently removed from the party. September’s round of central bank meetings produced little in the way of action but showed a growing confidence in the economic outlook and produced some direct comments alluding to monetary tightening in the not too distant future.

Let’s talk performance

Our typical client is one which is either in retirement or close to retirement. They have accumulated a level of wealth and understandably wish to protect and preserve that wealth. Income often becomes a priority, but with the average life-expectancy increasing so does the need for some capital appreciation.