Category Archives: Investment

Moneywise China Article – April 2010

We were recently approached to contribute to an article to be published in Moneywise magazine in May. Below are our thoughts: [...more]
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Absolute Return Funds

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]
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Has Commercial Property Turned the Corner?

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]
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An Income and a Growth Fund for 2010

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]
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Emerging Markets, Commodities, & Infrastructure

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]
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Ethical Investments

With National Ethical Investment Week running 8-14th November, this serves as a timely reminder of the growing popularity of the sector, and the growing range. [...more]
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Corporate Bonds – Which Way Now?

Corporate Bonds have provided excellent returns since the end of the first quarter this year, with good quality UK debt providing 16% in the six months to 30th September 2009. This is a significant change from the negative returns of last year and earlier this year. [...more]
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Increase in ISA Allowances

From 6th October those aged 50 or older before the end of the current tax year in April 2010 have been able to contribute an extra £3,000 into ISAs for the current tax year. [...more]
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Enterprise Investment Schemes

As a change from doom and gloom, this is the story of one of our clients that we were able to help. Alexander is 68 and a widower.  His children and grandchildren are now in the US and Australia.  [...more]
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Asset Allocation in an Investment Portfolio

Asset allocation is the strategy an investor uses to distribute his or her investments among various asset classes (see below for more detail). [...more]
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