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ISA & Pension Allowance Update

The 2023/24 tax year is now well underway, which means all your various investment allowances have been renewed. Rather than leave it until the last minute, why not take advantage of these allowances ahead of time? If you already know you are going to …

Economic News, Investing

Dog-tired of poor investment performance?

If you’ve read any financial news in the last couple of weeks, you may be aware – and concerned – that one of the UK’s largest wealth management firms topped the list of underperforming fund managers in the latest Spot the Dog report by Bestinvest.


AI and Investing

If you were to poll strangers on what comes to mind when they hear the term AI (artificial intelligence), I suspect the two most likely answers would be Skynet or ChatGPT. The generative chat program launched in 2022 seems to have drawn …


Harry Markowitz, Nobel-Winning Pioneer of Modern Portfolio Theory, Dies at 95

Harry Markowitz, a giant in modern finance, passed away last week. In 1952, while sitting in the University of Chicago library, he had a lightbulb moment: Investors should be concerned about the uncertainty, risk, or standard deviation of their in …


Investing during times of extreme uncertainty

We are living in a time of extreme uncertainty and the anxiety that comes along with it. Against the backdrop of war, humanitarian crisis, and economic hardship, it’s natural to wonder what effect these world events will have on our long-term investment performance.


The secret to winning the investment game!

Can there be a secret to winning the game of investing? Why is it that some people have a positive experience when they invest, and others don’t? Surely the underlying market, the stock market, is the same for both investors?


LISA exit penalty temporarily cut

The Treasury announced that it would legislate to reduce the penalty to 20% between 6 March 2020 and 5 April 2021 (inclusive). The timing means that anyone who has cashed in since 6 March 2020 is due a refund.


How do Currency Returns affect my International Investments?

Many investors take a global perspective when building portfolios to achieve their investment goals. With the potential benefits of an expanded opportunity set and increased diversification comes exposure to foreign currencies. This article looks at the impact of currency movements on global equity and fixed income portfolios as well as the merits of hedging.


Total Cost of Ownership

Mutual funds have many costs, all of which affect the net return to investors. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. Some of these costs are easily observed, while others are more difficult to assess.

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