Three ways to balance your portfolio
Investing was easy in the 2010s. At least it was with hindsight. When it came to equities, the US...
Fidelity Global Special Situations
What to do when your investment style goes out of fashion
Chunky heels, bomber and leather jackets… a quick look through the latest fashion trends of 2022 and...
adviser only
How we allocate to… global equities
This article first appeared on Portfolio Adviser on 4th August 2022 The gospel of diversification is...
adviser only
How long will the value rally last?
It’s been a long and painful decade, but are we finally getting the prolonged rally that every value...
High inflation – is it here to stay?
Inflation figures around the world have continued to climb in recent months. While many believed...
How much do I need for a comfortable retirement?
Retirement is a word I’ve always associated with old people – a period of life that was in the...
Why worry about growth or value? Invest in the forgotten middle.
“What’s wrong with the middle? The middle’s great. Never too hot or too cold, far too big or way too...
The power of good marketing
I admit it. I’m a huge nerd. I love random (and generally useless) pieces of information, especially...
2021 Grand National: Why horses for courses applies to the investment world
With a history dating back more than 180 years, the Grand National is undoubtedly one of the biggest...
Four core holdings for a new portfolio
Spring has officially arrived. I’ve added fresh flowers to my window boxes, marked my calendar for...
Are you about to become an investor in Tesla?
Tesla, the electric vehicle maker, will be added to the S&P 500 later this month. Currently...
How to profit from the rise of e-learning
The internet is limitless, or so it seems. It occupies and influences nearly every part of our lives...
US election: pantomime season begins early
As if 2020 hadn’t thrown enough at us already, the US Presidential election is now in day three and,...
Are the tech giants over-valued or is this just the beginning of the story?
Just two years after becoming the world’s first publicly listed company to have a $1 trillion stock...
Topping up my ISA with money saved in lockdown
It’s week three of lockdown in the UK, with many working from home well before that. But it still...