Think twice about chasing the biggest stocks
Positive news may push prices higher, but these changes are not predictable Investors must think twice about chasing the biggest stocks based on market capitalisation. While companies that grow to become some of the largest on the US stock market may initially have impressive returns, a study from 1927 to 2022 found that these stocks […]
The Evolution of Small-Cap Investing
Four Decades of Innovation at Dimensional In 1981, Dimensional launched its first strategy, the US Micro Cap Equity Strategy, which focused on investing in small capitalisation stocks known as small caps. Since then, they have expanded their portfolio offerings to include other strategies that invest in small-cap stocks, such as single-country strategies, regionally diversified solutions, […]
Credit downgrade
The impact on US equity markets, US Treasuries, or the US dollar will likely be minimal. According to Vanguard, one of the world’s largest investment management companies, the recent credit downgrade of the United States is not expected to significantly impact equity markets, US Treasuries, or the US dollar.
Federal Reserve has again raised interest rates
Will this be the last rate hike, or can we expect more? The Federal Reserve has again raised interest rates, reaching their highest level over 22 years. This recent hike of a quarter point was widely anticipated and follows a brief pause in the Fed’s campaign to increase rates. Despite this move, the question remains […]
Building a diversified portfolio
What is it, and why is it important? Trusting that your investments are progressing toward your objectives is vital, allowing you to concentrate on the things you value most in life. This is why building a diversified portfolio is crucial to any successful investment strategy.
Getting retirement ready
Key steps to achieving a comfortable retirement. A comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. Although retirement may appear distant at the moment, there’s much to consider. Let us assist you in navigating this crucial life milestone.
Responsible asset selection
Supporting responsible practices and contributing to a sustainable future. Environmental, Social and Governance (ESG) investing is a strategy that focuses on companies that prioritise environmental, social and governance factors in their operations. Investing in these businesses aims to support responsible practices and contribute to a sustainable future.
Market Update – July 2023
2023 has had some chaotic months, such as March when Silicon Valley Bank and Credit Suisse imploded and June when the US Debt ceiling negotiations ran dangerously close to the deadline and a potential subsequent US default before a last-minute deal was successfully brokered. In comparison, July proved to be a much quieter month with […]
July Newsletter
This month, I write to you from the countryside of Nottinghamshire. This time last year, the UK was basking in the hottest summer on record. Not so much in 2023, with days mixed with weather from all seasons, (except snow). Whilst we spend time in the UK with family, taking both time out and working, […]
UK Inheritance Tax. Time for change?
In an article published in The Telegraph on the 31st May, a group of prominent MPs, including the former Chancellor of the Exchequer Nadhim Zahawi, voiced their support for eliminating inheritance tax. Zahawi has made a strong statement, denouncing the tax as “morally wrong” and highlighting the anxiety that it can create surrounding the inevitability […]