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Understanding
asset allocation

Achieving the right mix of asset classes will help maximise returns and minimise risk in your portfolio, making this an area where professional advice can make a huge difference.

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Investment Tips

Investment Bulletin:
September 2019

A healthy US labour market may mean equities have further to go and professionals are also seeing opportunities in the high yield credit market at a time when cash may be seen as too expensive to hold.

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Annuity, Divorce, Pension, Retirement, Shoosmith, Wealth Management

Thematic investing in wealth management

Thematic investing is capturing investors’ imaginations and helping right some of the world’s big problems, but it’s essential to invest for good returns, rather than just a good “story” alone.

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