The FTSE 100, our benchmark, has annualised 6.2% since its inception 34 years ago1. That tells us that if we can beat the FTSE 100 over the long term, we’re going to be blessed with a reasonable rate of return.
It has been a while since we posted our last blog and so we felt it fitting to get you up to speed with our latest thoughts on the market.
Let’s begin with looking at what we were saying in our Daily Market Update on Thursday April 27th 2017. In that update we said…
Tags: Investment outlook
The market's recent behaviour is bullish and the rebound so far has been powerful. For example, we’ve made a robust 11.3% return over the last three weeks1.
We first ran this article July 22nd 2015 and because it proved so popular amongst the adviser community, we thought it would be a good idea to run it again. Enjoy!
The good news is that markets appear to have bottomed out – recently experiencing ‘multiple’ follow throughs – an indicator we use to help confirm a change of trend from down to up.
This information is taken from The Big Picture, to download a sample copy please just click here.
In this series of posts we're looking at how investors can capitalise on the investment opportunity that the next 5-10 years could offer.
Happy New Year! 2015 was a disappointing year for equity investors. The FTSE 100 dropped 4.9% over the 12 months1 however we managed to eke out a fractional gain of 0.3%, effectively beating our benchmark by 5.2%.
In this series of posts we're sharing an investment opportunity that could boost your ISA and/or SIPP portfolio over the coming years.
"This book could be the best investment you've ever made."
I’m proud to say that these were the words Lawrence Gosling, Founding Editor of Investment Week used to describe my brother Stephen’s latest book, How to Make Money in ISAs and SIPPs.
Each month we like to make sure that the funds we own are acting right. We have an active investment strategy which aims to control risk and deliver superior performance. We invest in a number of actively managed funds to form a complete investment portfolio and select what we believe to be the best funds in each asset class. We monitor all the investments selected, replacing under-performers and continuously rebalance the portfolios with the aim of maximising growth potential and managing risk.