Featured post
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...
Six things politicians could do to help investors
Pensions crisis. By ROBIN POWELL I’m excited to be involved in a new initiative called the Financial Suitability Forum. Founded by the Australian financial services entrepreneur Paul Resnik, the forum aspires to be “a gathering place for members of the financial services...
Is customer loyalty costing you money?
By LESLEY GREGORY The call centre operator congratulated me yesterday on the number of years I’d been a customer. But having all my household insurances with the same company for all those years is not necessarily a good thing. A new...
Every investing style has its time in the sun
A characteristic of investing that will never change is that the sun will always be shining on something. In the past decade, the sun has shone brightly on high-relative price ‘growth’ stocks, while relatively cheap ‘value’ stocks have remained deep in the...
Europe’s sustainable funds universe continues to grow
By HORTENSE BIOY European ESG funds experienced another strong six months: In the first half of 2019, more money poured into them and assets reached a record high. Also, more products hit the shelves, making it easier than ever for investors...
Don’t buy a fund because it “feels” right
By JOE WIGGINS I have an investment decision to make and I want to buy a fund. I need to allocate money to a particular asset class and have to decide whether to use a passive market tracker fund to gain...
What is the “all-roads vehicle” of investing?
LOOK AT IT THIS WAY Have you ever tried to take your around-town car on a cross-country trek? The compact little sedan that is such a convenience in the city suddenly becomes inadequate on rough rural roads. Likewise, that four-wheel drive monster...
