Anything you do financially will bear some kind of risk. With ‘risk’ being a very emotive word, it is important that any risk is well defined and quantified. What is Investment Risk? There are a number of investment risks, however, they all have the same principal concern; that your investments will not behave the […]
Why do we invest? For many investors, the aim is to provide returns over the medium to long term that are greater than that available from cash savings. The trade-off for these greater long-term returns is that you no longer get them in a straight line and your investment value could be down in the […]
Comfort in the unknown This week I will discuss a measure which shows that the investment market has become more comfortable with the expected market effects of COVID-19. The VIX index (Chicago Board Options Exchange’s Volatility Index) – you can see why they abbreviated it – is a measure of the stock markets expected volatility […]
One of our investment themes showing its benefit Little has changed since our previous update as we start to see some continuity of expectations. I thought this would be a good opportunity to highlight one of the more specific investment issues that has raised its head as a result of the Coronavirus and how […]
How and when will financial markets recover? This update might be a little ambiguous but that’s because there are still some unknowns. Here are my thoughts on what the recovery may look like. Whilst there are still unknowns, markets will continue to be priced based on a reasonable worst-case expectation. That is, […]
As we come to the end of the first week of the government’s ‘stay at home’ policy, the markets have again provided rough terrain for investors. This week we have seen the risk associated with trying to time markets. On Tuesday 24th March the FTSE100 posted a 9% gain; highlighting just how volatile markets […]
My general attitude and beliefs surrounding markets and the coronavirus (COVID-19) remain unchanged from our previous newsletter. This however seems a poignant time to pass some extra reassurance to clients and provide further explanation on why my stance remains unchanged. There have been a few statements from clients and in the media which I believe […]
With COVID-19 taking centre stage in the headlines and with much of the publicity being around the economic effects, I wanted to keep our valued clients in the loop with our considerations of the current circumstances. I won’t speculate on the timelines for the virus itself to come under control, I will leave that to […]
The Link below is for our quarterly investment committee newsletter for February 2020 Coronavirus and the Markets
It has been reported that an announcement will be made today on the proposed closure of Ford’s Bridgend engine plant. Ford Europe and bosses from the United States are due to meet union leaders in Essex this morning (06/06/2019). This news has come just a few months after Ford announced there would be significant job […]
