My Dad, who is now in his 80s, still loves it when he gets a dividend cheque in the post, especially if the cheque has grown by double digits compared to the previous year.
Main Content
The Great Confluence
If you have spent anytime time following Emerging Markets you will likely know that the key growth story in the developing world is the emergence of the middle class consumer.
Missing a trick
Look up the International Monetary Fund/World Bank table of reserve assets and today’s Western investors might get something of a surprise – gold sits at the very top of that list.
Thank you Jack Bogle!
Even if you’ve never heard of Jack (John really) Bogle you have a lot to thank him for.
Will there be a US recession in the next 12 months?
After a long period of relative calm, investors have faced more volatile markets in recent months. In Q4 last year, the S&P 500 came within 63 basis points of a technical bear market, dropping -19.37% from a high of 2,930 in September to a Christmas Eve low of 2,351. Risk assets have since recovered ground, […]
29 reasons not to invest in the stock market
Over the past three decades there have been plenty of shocks to dissuade people from investing. Our data shows what happened after each event.
Will the “Year of the Pig” be a prosperous one for China?
In the “Year of the Pig”, China will likely continue grappling with slower growth, a mountain of debt and a trade war with the US.
Eight New Year’s resolutions for personal finance fitness
Many people go on diets or exercise regimes in January and typically people start with lots of enthusiasm but then they quickly give up. Shaping up your finances is a similar challenge.
Do put all your eggs in one basket….!
So let’s consider one of greatest truisms in life (and investing): “Do not put all your eggs in one basket”. Could it be the case that this old adage is not quite as water-tight as we might think?
Tackle inequality by transforming the tax system
There is no easy solution to the problem of rising economic inequality, but we may be able to address it with a more enlightened tax system – one that maintains incentives for work and investment while improving economic efficiency.
China’s long green march
Policymakers in Beijing cannot afford to allow pollution to undermine economic and social welfare. It offers a structural driver that smart investors can take advantage of.
Three themes for 2019 – and some black swans
We have identified three key themes that will prove important for investors in 2019. We also discuss four “black swans” – events which are plausible but not currently being given much weight by markets.
Sign up to our monthly newsletter written by experts in investments, pensions and financial planning