• Published On: September 20, 2022|2.6 min read|

    Balancing investment and inflation risk – Why time in the market is key

    There’s no proven way to time the market. Targeting the best days, moving to the side-lines to avoid the worst, or waiting for the market to ‘pick up before you invest. Missing only a brief period of strong returns can drastically impact overall performance. 

    Read more

  • Published On: September 16, 2022|3.7 min read|

    The rise in popularity of ESG investing

    ESG Investing (Sustainable Investing) is growing exponentially as more investors and issuers utilise ESG and climate data and tools to support investment decision-making.

    Read more

  • Published On: March 10, 2021|4.8 min read|

    Hedging and Currency Risk

    Exchange rate movements impact returns when a change in the value of one currency against another currency leads to a rise or fall in the value of an asset. [...]

    Read more

  • Published On: March 2, 2021|4.5 min read|

    Investing and Home Country Bias

    Home country bias happens when investors are over-exposed to domestic equities in their investment portfolio. Home country bias refers to investors' tendency to favor companies from their own country [...]

    Read more

  • Published On: September 3, 2020|4 min read|

    Goldilocks & the Bulls & Bears…. Is the Stock Market Just Right?

    Who would have predicted the stock market rising to record highs, in the middle of a recession, with US double-digit unemployment? At the close of March 2020, Warren Buffets Berkshire [...]

    Read more

  • Published On: March 1, 2020|3.1 min read|

    The Coronavirus and Market Declines

    The world seems to be watching with concern.The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective [...]

    Read more

  • Published On: February 27, 2020|2.8 min read|

    The Market Has No Memory..

    The below article is written by David Booth, the Executive Chairman and Founder of Dimensional Fund Advisers. I have worked in finance for over 50 years, and it seems [...]

    Read more

  • Published On: November 18, 2019|6.3 min read|

    Repatriating back to the UK? – The benefits of an Offshore Bond for UK expats.

    An offshore investment bond is a tax wrapper that can hold different kinds of financial products including stocks, shares, mutual funds and structured notes. There are many advantages to how offshore investment [...]

    Read more

  • Published On: November 15, 2019|4.3 min read|

    The Randomness of Global Equity Returns

    Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may [...]

    Read more

  • Published On: November 12, 2019|1.4 min read|

    Q3 2019 Market Review

    With the blink of an eye, we’re well into into the final quarter of the year. We all hope the miserable stock market performance of last December will not [...]

    Read more

  • Published On: May 13, 2019|7.4 min read|

    Why It’s All About The Evidence.

    I asked my trainer the other day, whether I should be taking certain supplements to help me on my quest to get healthier. Nothing out of the ordinary. You [...]

    Read more

  • Published On: May 7, 2019|4.4 min read|

    Teaching Your Children About Money – Top Tips For Parents

    There’s something about teaching kids about money and personal finance that makes me smile. Teaching your kids the importance of saving early on will lead to a healthier, happier, [...]

    Read more

  • Published On: April 24, 2019|3.6 min read|

    6 Simple Tips for Successful Investing

    The longest word in the English language is 189,819 letters long. It’s the name for a protein nicknamed “Tintin” and would take you over 3 hours to say out [...]

    Read more

  • Published On: March 11, 2019|1.8 min read|

    January 2019 market update

    I wanted to begin the year with a look back at 2018, hopefully answering some of the questions readers may have around recent market volatility, the world economy and [...]

    Read more

  • Published On: March 11, 2019|0.9 min read|

    Awarded best financial adviser firm in the UAE

    The awards just keep on coming! Today (November 14th 2018) we were named as Best Financial Adviser Firm. A fantastic day for us all at AES International. We were [...]

    Read more

  • Published On: March 2, 2019|2.8 min read|

    How does using a financial adviser add value?

    I recently wrote a blog - 'How to pick a financial adviser'.In the blog I discuss the reality that not everyone needs a financial adviser. And in some cases many [...]

    Read more

  • Published On: March 1, 2019|0.5 min read|

    Worried about market volatility?

    Investors as a whole tend to act on impulse and often volatility will see investors rush to sell. When your investments form a well diversified, low cost portfolio you will be in the [...]

    Read more

  • Published On: June 11, 2018|2.3 min read|

    Understanding discretionary fund management

    Investment management services typically fall into one of 3 options:Bespoke segregated portfolio:A bespoke portfolio is a financial plan developed based on the desires and needs of an individual. Your adviser will work [...]

    Read more