Back in November 2020 I wrote a blog, Nothing Is More Powerful Than An Idea Whose Time Has Come, in which I made the case for a Great Rotation across equity markets where the prior winners, growth stocks, would give way to value stocks which would outperform going forward. I used the following chart (updated to the present day), which was accompanied by the following commentary:
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In late February, following the invasion of Ukraine and subsequent market sell off, I wrote a blog (Commentary & Positioning) outlining Tavistock Asset Management’s thoughts. Three months on, financial markets have continued to come under pressure and have weakened further.
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The beginning of a new tax year presents plenty of opportunities to take control of your finances. There are many tax breaks and reliefs available. In most cases, if you don’t use them, you lose them.
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Having the freedom to spend more time doing the things you enjoy with the people you love is a common goal, which is why retiring early sounds so appealing.
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The world of pensions is complex and ever-changing. You may have a bunch of questions that you’re saving up to ask your adviser next time you have a catch up.
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I want to begin this blog by firstly taking time to explain why foreign exchange is an important part of portfolio composition and why as investors you should be paying close attention to currency exposure, as it could be driving or eroding your investment returns.
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The rising cost of living is impacting households far and wide, putting pressure on budgets. Prices are rising, most notably, for energy bills, groceries and filling up the car with fuel. One knock-on effect when bills get more expensive is the difficulty for individuals to maintain their current level of monthly savings.
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It’s official: women are better investors than men. They just don’t think they are. In fact, a 2017 study from Fidelity Investments1 shows that just 9 per cent of women believed that statement. But that same study also analysed returns on investments by both men and women – and found that the women earned 0.4 per cent higher on their investments than the men.
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COP stands for ‘Conference of the Parties’ and is the decision-making body of the United Nations Framework Convention on Climate Change (UNFCCC).
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There’s plenty of column inches in the news dedicated to the cost of living crisis at the moment. As well as having to deal with soaring inflation and sky-high energy bills, it’s important to prepare for the fact that we’re all going to pay more National Insurance from April.
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