Insights

Our regular series of in-depth ‘Insights’ papers explore, explain and demystify often complex wealth planning issues.

Example Articles

Politics and portfolios: Politics and other seemingly important events might influence portfolios in the short-term, but what about over the long-term? Do they really matter?

Bonds: Your boring but reliable friend: Today, investors face some challenging choices when it comes to investing in bonds, but sensible choices can – and must – still be made.

All that glistens ...: Despite its lustre, gold sits uncomfortably in investment portfolios. If you think about why you might own it, it’s hard to make a case for its inclusion.

'Absolute Return’ promises – easy to make, hard to keep

'Absolute Return’ promises – easy to make, hard to keep: The combination of short-term market uncertainty, human nature and an immediately attractive-sounding moniker is a marketing person’s dream.

Peer-to-Peer Lending (P2P) and The Innovative Finance ISA: Peer-to-peer lending is an interesting innovation worth keeping an eye on, but it won’t be mainstream any time soon and is higher risk than it might at first appear.

Transparency and the True Cost of Investing

Transparency and the True Cost of Investing: Recent turmoil in the fund management industry sheds new light on the dark practices and attitudes which continue to pervade - and which cost investors more than just money.

Hunting for Yield: Chasing higher yielding investments in a low interest rate environment could result in investors being exposed to more risk than they wish for - or realise.

Examples of our regular series of in-depth ‘Insights’ papers, which explore, explain and demystify often complex wealth planning issues for our clients.