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Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
Video: The problem you face as an investor — and why your adviser may be part of it
I’m expecting this video to get a few backs up. Though that’s not the intention, I make no apologies for it.
Video: High growth doesn’t mean higher stock returns
You might expect a history graduate like me to say this, but people would make much better investors if they spent a little more time studying the past. Market history provides a wealth of insights that would save investors – including professional...
Video: How do you choose a financial adviser?
A question I’m asked regularly is, “Do you really need a financial adviser?” Many people assume that, because I’m a firm believer in broadly passive investing and an advocate of direct-to-consumer services, like Nutmeg and Wealth Horizon in the UK and Betterment...
Video: How active is your active fund manager?
There are so many things wrong with the active fund industry – the opaqueness, the high fees, the failure to outperform and so on – that it’s hard to know where reform should start. But for me, there’s one issue that epitomises...
For sports fans & active investors, hope springs eternal
Active investors. Human beings aren’t cut out to be investors. Evolutionary instincts that serve us well most of the time let us down badly when we let them loose on our pension portfolios. The harmful emotions that attract most attention are fear and...
Something for the weekend
SOMETHING FOR THE WEEKEND Please excuse a slightly abbreviated version of SFTW this week.. I’m off to that temple of football Villa Park, where I fear that Manchester United are about to puncture the bubble of pre-season positivity that’s been growing...
