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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...
Do the markets really care who wins the election?
With just two months to go until the US Presidential election, we can expect plenty of speculation in the coming weeks about the likely impact on the financial markets. Also watch out for salespeople masquerading as experts, eager to exploit our hopes...
How much life insurance do you need?
By LESLEY GREGORY It’s easy to just “set and forget” life insurance, but it’s worth reviewing your policy every few years to see that it has kept up to date with improved terms and conditions in new products and with your...
Stop playing market whack-a-mole
You’re sitting in your favourite restaurant, feeling famished. The waiter arrives and reads out a long list of mouth-watering specials. Yet the moment he walks away, you find you can recall only the last item on the list. Congratulations, you’ve been...
You get what you don’t pay for
We’ve written many times about the SPIVA scorecard from S&P Dow Jones Indices. But Morningstar has its own ongoing measure of active fund performance, called the Active/Passive Barometer. The latest instalment of the Barometer has just been published and, as you would...
Playing as a team
LOOK AT IT THIS WAY On paper, the football team looked unbeatable. Freed of a salary cap, the coach had opened his chequebook and bought in the best talent available. Everyone was a star. Problem was they had lost their first...
A strategic approach to rebalancing
By LARRY SWEDROE Rebalancing is the process by which a portfolio’s “style drift” caused by market movements is eliminated or minimised. Style drift causes the risk and expected return of the portfolio to change from the level set in an investment...
