In Perspective

A Flurry of Forecasts

As we begin another year, it’s time for financial and investment ‘experts’ to make their predictions about what the year ahead will bring, where the best bargains can be found and where the greatest dangers lurk.

The EU Referendum and Your Portfolio

The market risks of BREXIT may seem material, but they are mitigated by the ownership of robustly structured, well-diversified portfolios.

China and the Global Equity Market Turmoil

The worry and avoidable wealth destruction which accompanies times like these makes taking a look at – and a step back from – recent events worthwhile.

The Greek tragedy: a perspective on the crisis

The world's markets and media have been consumed by ‘the Greece situation’ in recent times, but how concerned should investors be as the story unfolds?

Emancipation from Procrastination

Encouraging and supporting clients to take action, which is both in their best interests and necessary to achieve their objectives, is one of the most important elements of our work.

Swapping Pension for Buy-to-Let Property

Many over 55s will be tempted to cash in their pensions to invest in Buy-to-Let property, as guaranteed easy riches and a happy life await. Don’t they?

Stay Away From The Hedge

When considering hedge funds for your portfolio, you need to see beyond the well-crafted story, the glossy brochures and the distorted performance claims.

The Curve Ball

Many believe that guessing where interest rates are heading is the best way to manage the fixed interest element of their investment portfolio. But is it?

The Art of Letting Go

Intense activity and constant monitoring of results often represent the path to success. In investment, however, this approach is turned on its head.

Aggressive Tax Planning

Opportunities to engage in ‘exotic’ tax planning abound - but beware, this might be a ‘good idea’ best avoided.