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Author Archives: Richard
June 2010 Emergency Budget Summary
July 8, 2010
This summary details some of the main points of the recent Emergency Budget of 23rd June this year. [...more]
Moneywise China Article – April 2010
April 27, 2010
We were recently approached to contribute to an article to be published in Moneywise magazine in May. Below are our thoughts: [...more]
Tagged: ATR, attitude to risk, bubble, China, Emerging Markets, growth
A Summary of the Budget 24th March 2010
March 26, 2010
A quick summary of the budget of 24th March 2010 [...more]
NEST (National Employment Savings Trusts)
February 23, 2010
‘NEST’ is the new brand name for the recent Government pension reforms, previously/generically known as Personal Accounts. Much of the detail remains subject to change and is yet to become legislation; below is what we know so far*. [...more]
Absolute Return Funds
February 6, 2010
These funds are perhaps the talking point of 2009. Through the chaos of the sizeable market correction we have experienced over the past 18 months or so has emerged this new type of fund that claims to offer low volatility, and positive growth in any market conditions. So what exactly are absolute return funds? [...more]
Child Trust Funds
January 23, 2010
We were recently asked the following questions as part of a contribution to a national newspaper article: Should parents top up CTFs or instead keep some control over children’s savings? [...more]
Has Commercial Property Turned the Corner?
January 9, 2010
There seem to be a great number of column inches dedicated to this subject at present in the financial press. Many commentators are pronouncing that now is a good time to invest in Commercial Property funds. [...more]
An Income and a Growth Fund for 2010
December 26, 2009
We were recently asked by a leading industry magazine for a fund recommendation in the ‘income’ and ‘growth’ category for 2010. Here is what we think: [...more]
Emerging Markets, Commodities, & Infrastructure
December 12, 2009
The economic development of emerging countries such as China, Brazil, Russia, India (the so called BRIC countries), and much of Eastern Europe has led to a demand for infrastructure in terms of roads, railways, airports, and energy networks. [...more]
Removing Compulsory Annuitisation by age 75