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Financial advisers will be only too aware that the difference between a comfortable retirement and an uncomfortable one is almost too...

It’s a tricky question, because safe haven assets such as developed market government bonds are expensive, so owning them relies on them...

We all know that the difference between a comfortable retirement and an uncomfortable one is almost too huge to contemplate. And yet you...

If you buy the 30-year inflation protected gilt today and hold it to maturity you are guaranteed to lose 24% of your real capital. Where...

In my last blog I wrote about how volatility is a poor measure of risk, by considering the general attributes of both equities and bonds....

Here’s a question. From November 1940 to September 1981, the annualised standard deviation of real returns from US long dated bonds was...

We have introduced an explicit value-oriented approach to our investment process. We think multi-asset value investing is both new and...

In recent years there have been a number of complaints against advisers in which the Financial Ombudsman Service has ruled that the...

Every now and again I feel the need to wonder why people are so scared of equities, in light of how stable dividend distributions are...

In this article I take us a step further and show how to choose a multi-asset fund, explain the importance of asset allocation, and look...

To understand why multi-asset funds have evolved it is vital to understand two key things about traditional balanced funds: first, how...

The concept of multi-asset investing is not new, based as it is on allocating across various asset classes, such as equities, fixed...

The concept of multi-asset investing has existed for many years, and many investors hold multi-asset funds in their retirement portfolio....

Is it possible to find a simple measure that identifies skilful active managers and thus funds that will produce good returns?...

It makes sense to me that stocks should produce good real returns over time. A corporation is a clever mix of all the factors of...

It is hard to think of something to say about the recent upheaval in world financial markets that hasn't already been said either this...

It lacks the hype that surrounds the release of a new Harry Potter novel, but as a free source of investment insight, Berkshire...