Why home bias can seriously harm your investment returns

Why home bias can seriously harm your investment returns

Properly diversifying your portfolio across asset classes, markets, sectors, currencies and financial instruments is a serious undertaking, but by removing home bias you can maximise rewards and minimise risks.

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Investment Bulletin: <br>March 2020

Investment Bulletin:
March 2020

The coronavirus outbreak might be rocking markets, but wealth management experts are advocating cool heads and a focus on fundamentals and the longer term.

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Why peer group performance comparisons are crucial

Why peer group performance comparisons are crucial

Most people are drawn to professional wealth management by the promise of superior investment returns. But without peer group comparisons it can be difficult to get a true picture on performance.

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Investment Bulletin: <br>February 2020

Investment Bulletin:
February 2020

The economic effects of the coronavirus outbreak are already being felt, but it is important for investors to keep calm and heed only expert voices. Here are the key risks to be on guard for over the month ahead.

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How did your wealth manager perform against its peers in 2019?

How did your wealth manager perform against its peers in 2019?

Most people are drawn to professional wealth management by the promise of superior investment returns. But it can be notoriously difficult for investors to find reliable figures to make comparisons from – a problem we aim to solve.

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Investment Bulletin: <br>January 2020

Investment Bulletin:
January 2020

2020 has begun with optimism, but there is no shortage of risks to be aware of with as the twelfth year of markets’ current bull run gets fully underway.

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Investment Bulletin: <br>December 2019

Investment Bulletin:
December 2019

A highly discerning approach to selecting investments is the order of the day as 2019 draws to a close, with traditional asset classes presenting opportunities and risks in almost equal measure.

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The money move you must make before the year ends

The money move you must make before the year ends

People tend to focus on performance without fully appreciating that small differences in investment costs also make a massive impact on your wealth. Here is one investment health check you must perform as soon as you can.

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Investment Bulletin: <br>November 2019

Investment Bulletin:
November 2019

Investors are faced with even greater uncertainly than usual, yet there are possible bright spots amid the gloom – and even attractive opportunities to hunt for undervalued assets too.

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