Investment Management

The dilemma of trying to do the right thing

Jonathan, March 31st, 2021

Students have always been at the centre of activism around the important issues of the time, from the ‘Mai 68’ student riots in Paris, via the pressure put on Barclays and others to divest from apartheid-riven South Africa in the 1980s, to today’s Black Lives Matter movement and the existential threat of […]

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2021 Publications & Events calendar

Dominic, March 26th, 2021

When we see elite athletes and teams of all disciplines achieving their goals, whether that is winning Olympic Gold, a world championship, the Premier League, the Six Nations and so forth, we’re often watching the culmination of many years of dedication, sacrifice and training. We very rarely get a glimpse behind the […]

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Lessons from the last year

Jonathan, March 16th, 2021

As an investor one is always learning. Our perception of investing is guided by our experiences: those old enough to have been investing in the 1970s will retain uncomfortable memories of rampant inflation and the impact that had on cash, bonds, and the general travails of life when prices spiral upwards. Others […]

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Rebalancing your portfolio: What is it and when should you do it?

Dominic, March 1st, 2021

Your portfolio aligns your attitude to risk with your future goals, but it is important to review it regularly. Here’s why rebalancing is so important

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Inflation Ahoy!

Dominic, March 1st, 2021

The word ‘ahoy!’ is an old maritime warning, usually used when either a ship or land was sighted in the distance as a warning to the crew to beware. Today, the risk of higher inflation down the line has been sighted by both economists and – of late – the markets. It […]

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Virtual Afternoon Tea Replay – Reflecting on 2020 & Considering the Future with Neil Bage

Jonathan, December 15th, 2020

To round off our series of educational client events for 2020 we are delighted to welcome back Neil Bage. Neil is a Co-Founder of Be-IQ, a behavioural insights platform that is transforming how client-focused financial services companies deliver financial wellbeing. He’s become well known for helping financial planners better understand human behaviour […]

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Virtual Afternoon Tea Replay – Investing during a Pandemic with Abraham Okusanya

Jonathan, February 22nd, 2021

We were delighted to welcome Abraham to our virtual stage to talk about what we have learned from investing in 2020. Well known to the EWM Family, Abraham is the CEO of the irreverent research consultancy FinalytiQ and founder of Timeline, the software we use to help us understand and best advise […]

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The madness of markets

Dominic, February 16th, 2021

As an investor, it is generally not a bad idea to ignore what is going on in your portfolio most of the time. At the very least it can be distracting and at worst it can be a source of unnecessary anxiety. That advice is as applicable today as it ever was. […]

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A sensible way to invest

Jonathan, February 8th, 2021

In this short note, we set out the evidence-driven approach that we use to invest our clients’ money. As you will see, it is widely supported by many wise and experienced people, from legendary investors like Warren Buffett and Jack Bogle to Nobel Laureates in finance and economics. Its not complicated, but […]

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Bitcoin and bandwagons

Dominic, February 1st, 2021

In the past few months, it might appear – at least to some – that making money in markets is easy – just buy Tesla or Bitcoin and you are sure to double your money! That is to confuse gambling with investing, and these are certainly not recommendations by the way. Bitcoin […]

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I just wanted to say thank you very much for taking time to talk me through the pensions maze! You have been extremely helpful in helping me to make a decision. Tracey Smith
T: 01993 772467      E: advice@expertwealth.co.uk

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