Market Update

3 Brexit Risks Posed To Your Portfolio & How To Mitigate Them

Dominic, October 8th, 2018

Whichever way one voted, it is hard not to be dismayed by the shambles that is Brexit, concocted by all sides. In the event that any deal agreed gets voted down in Parliament, or there is no deal, there is a material chance that the government could fall. One or both of these events would come with great uncertainty. We set out three key investment risks relating to Brexit and how sensible portfolio structures can mitigate them.

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Politics and portfolios

Dominic, October 4th, 2018

Trump’s belligerence, China’s debt mountain, Putin’s malevolence, not forgetting Brexit and the prospect of a far-left leaning Labour Government: All this turmoil inevitably leads to concern over investment portfolios. Let's discover how well-structured portfolios are capable of riding out any storm.

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Quarterly investment report July 2018

Dominic, July 12th, 2018

The aim of this report is to demonstrate how the performance of EWM investment portfolios compares to that of other investment management groups. To do this we use Asset Risk Consultants (ARC) Private Client Indices.

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Surviving inevitable market falls

Jonathan, April 15th, 2018

It is important to remember that equity market falls are an inevitable part of the process of building wealth through equity ownership. This note seeks to put market falls in perspective and offers some behavioural tips for surviving them.

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Pack up your troubles in your old kit bag & smile…

Dominic, December 4th, 2017

The world today feels like a troubled place, with populism on the rise, Donald Trump in the White House, Kim Jong-un with his finger on a nuclear button, the looming Brexit cliff edge and the prospect of higher, even punitive, taxation of a Marxist-inspired Chancellor-in-waiting. We risk getting things out of perspective; it has always been thus.

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So, it is a hung Parliament…

Jonathan, June 9th, 2017

As dawn breaks, the morning light reveals yet another political gamble that has not paid off for the dice roller.  The UK has a hung Parliament, with no party holding an absolute majority.  Such is the unpredictability of a parliamentary democracy.  If you ask the people of the UK what they think, […]

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These foolish things…

Dominic, April 26th, 2017

As investors, we have to contend not only with the erratic and unpredictable nature of markets but also the erratic and irrational way in which we think and behave. ‘‘If I have learned anything in my 52 years in this marvellous field, it is that, for a given individual or institution, the […]

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The US election: the one thing we can be sure about is uncertainty

Dominic, November 7th, 2016

The referendum on Scottish independence, Grexit, China’s slowdown and most recently Brexit, have come and gone, in market terms, with most investors sitting on healthy increases in their portfolios since 2014, despite uncertainty at the time. However, it is not a bad thing to revisit the robust rationale for the structure of our client portfolios, particularly at such a time.

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Patience is a virtue, so is being an investment tortoise

Dominic, November 1st, 2016

Aesop’s fable about the tortoise beating the hare provides a good analogy for investing. The trouble with investing is market noise.  Investors generally know that with time they are likely to pick up a premium for owning equities relative to holding cash or bonds.  Most investors know that time helps to turn […]

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Absolute Return Promises – Easy to make, but hard to keep

Jonathan, September 9th, 2016

The combination of short-term market uncertainty, human nature and an immediately attractive sounding moniker for an investment is a marketing man’s dream.  The investment industry has been masterful at constructing and selling such products, not least products with ‘absolute return promises’,  which employ active management strategies that seek to deliver positive (absolute) […]

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You have a rare skill in getting across complex issues and ideas in an unpatronising manner, making things clear and understandable to the lay person. Something I have always longed for. L.W. (Bath)
T: 01993 772467      F: 01993 775067      E: advice@expertwealth.co.uk

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