Category: Market commentary

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. Currency returns can be volatile, creating winners and losers. While there is little evidence that currency movements can be predicted, investors still want to […]

Total Cost of Ownership

Mutual funds have many costs, all of which affect the net return to investors. Costs matter. 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. People rely on a lot of different information about costs […]

Déjà vu All Over Again

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalise on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different […]

FTSE

A tough year for UK Shares

The FTSE 100 ended the year down 12.5%, its worst performance in 10 years. Few sectors or, for that matter, global markets, avoided a decline. The FTSE 100 in 2018 The FTSE 100 ended 2018 12.5% down from where it started, having failed to spend much time above its 7,687.8 starting level. This year’s roller […]

Christmas markets aren’t the only ones to watch

If you started getting financially organised this year, then you should have set yourself some outcomes in January. The Money Plan is a book and a system I created to getting people on track, which includes splitting the year into quarters where you can ‘check in’ to assess your progress towards your goals. By Q4, […]

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