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Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
Where the Dumb Money movie falls down
By ROBIN POWELL I watched Dumb Money, the new movie about the GameStop saga, the other day. I must say I enjoyed it. But it tells us much more about social media and, in particular, the power of the smartphone, than...
There’s hope yet for St James’s Place
St James’s Place Wealth Management is one of Britain’s most successful financial services firms. But SJP, a combined financial advice firm and investment manager, is not without its critics. There’s been extensive media coverage in recent years of its opaque fee...
What LTCM co-founder Victor Haghani learned from its collapse
25 years ago this month, catastrophic losses at the hedge fund Long-Term Capital Management, or LTCM, almost brought the entire financial system to its knees. The story has been told many times, but always by outsiders. On the latest episode...
Private credit has its dangers — caveat emptor
Private credit is an asset class that’s very much in vogue. The global private credit market has now exceeded $1.5 trillion. Those who earn fees from it are understandably enthusiastic about it. But, as ROBIN POWELL explains in his latest article...
How do you view the stock market?
For many people, the stock market is all about speculating and making a quick profit. But, in this video, LARRY BATES, a former investment banker from Toronto, and the author of a book called Beat the Bank, tells ROBIN POWELL that...
How important is it to have a financial plan?
Getting Started is our video series aimed at first-time investors, featuring JONATHAN HOLLOW. This time we look at how instrumental a solid financial plan is for investors to accomplish their financial and personal goals. TRANSCRIPT I think it’s incredibly important. A...
