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Who really benefits when private equity buys your financial adviser?
Financial advice consolidation in the UK has put private equity in control of hundreds of firms. Here's what vertical integration and hidden conflicts mean for your money.
Robin Powell
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Buffer ETFs: protection, illusion or expensive reassurance?
Buffer ETFs are designed to limit stock market losses over a set period, usually in exchange for capping potential gains. Now becoming available to UK investors, these downside protection ETFs use options to cushion falls in markets such as the S&P five hundred. This article explains how buffer ETFs work, what they cost, and whether the trade-offs are worth it for long-term investors.
Robin Powell
Jan 145 min read
Do active funds in downturns really protect you? What 26 years of data reveals
Active fund managers claim they earn their fees when markets fall. New Morningstar research spanning 26 years tests this claim. The findings: active funds in downturns do outperform more often, but markets rise 80% of the time, swamping any advantage. When COVID and 2022 stress-tested the theory, most active managers failed to protect investors. The promised shelter turns out to be little more than a coin flip.
Robin Powell
Nov 10, 20257 min read
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