Market Update

Viewing your portfolio through the right lens

Jonathan, April 29th, 2020

One of the positive consequences of the current lockdown is that it does provide the opportunity to revisit a few of those old tasks, hobbies and pleasures that always seem to get put on the back burner in our busy lives. For some that might be picking up a new or re-reading a favourite book. Here is an example of the latter: in the early 2000s Nassim Nicholas Taleb published a wonderful book titled ‘Fooled by Randomness’ with the descriptive sub-title ‘The hidden role of chance in life and in the markets’.

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Taking small steps towards a more sustainable world

Dominic, February 4th, 2020

It does feel as if the world is at an inflection point: step up to the challenges of global warming and other non-sustainable pressures on the Earth’s resources today or let our children and grandchildren reap the havoc of the melting ice caps; sea water level rises; deforestation and a decline in biodiversity; desertification and the potential social and migratory upheaval that will accompany it.

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Bricks and mortar property fund suspensions. Again? Really?

Jonathan, January 6th, 2020

‘Its déjà vu all over again!’ Yogi Berra, famous baseball coach and part-time philosopher The recent announcement by M&G that it had taken the decision to suspend redemptions on its £2.5bn M&G Property Portfolio – after suffering ‘unusually high and sustained outflows’ estimated at £1bn over the past 12 months – is […]

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Waking up to a large Conservative majority

Dominic, December 13th, 2019

‘One cannot judge a performance in any given field (war, politics, medicine, investments) by the results, but by the costs of the alternative (i.e. if history played out in a different way).’ Nassim Nicholas Taleb – Fooled by Randomness For some, waking up to the large Tory majority this morning will be […]

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What it means to be a global investor… and why does it matter?

Abraham Okusanya, November 27th, 2019

The world, they say, is a global village. Nowhere is this truer than in investing. We firmly believe in taking a global approach to investing. But what does it mean to be a global investor, and why should anyone care? When we say we’re ‘investing in the global capital market’, we mean buying tiny bits of some 43,000 publicly listed companies across the world with a collective value of around £57 trillion!

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Weathering Brexit Uncertainty (or “If it ain’t broke…”)

Jonathan, September 30th, 2019

There is always a temptation to fiddle around with a portfolio’s structure to try to position it ready for potential short-term global events, such as Brexit. Investors would do well to remind themselves that the core tenets of good investing hold true through all market conditions. It is also worth remembering that the efficacy of a portfolio’s strategy should be judged not on the post-event outcome, but in terms of the quality, validity and prudence of its construction discipline in the face of future market uncertainty. Portfolios are well-structured around inalienable investment truths, particularly the value of deep diversification.

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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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