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Europe is still in crisis
Thought the financial picture across Europe was improving? We have often said that, rather than resolving the European sovereign debt […]
Julia Docker
Sep 4, 20141 min read


Slower growth, higher stock markets
As an investor, it is important to realise there is often a disconnect between the economy and stock market. The […]
Julia Docker
Sep 4, 20141 min read


Unbelievable!!
It isn’t possible to regulate or legislate against dishonesty. People’s actions will always reflect the underlying moral values that they […]
Julia Docker
Aug 30, 20141 min read


Where next for US equities?
Did you know the S&P 500 index of US equities has tripled in value since its low point five years […]
Julia Docker
Aug 27, 20142 min read


Worried about equity market valuations
Is now a good time to invest in equities? This is the perpetual worry for investors, who struggle to pick […]
Julia Docker
Aug 14, 20142 min read


Investing for income in 2014
Yesterday afternoon I delivered an enjoyable presentation to the local Cranleigh U3A Collectives group. They had formulated an agenda which […]
Julia Docker
Aug 12, 20142 min read


Most active funds beating the benchmark
Is the tide turning for active fund management? Whereas before proponents of the passive approach to investing were pleased to […]
Julia Docker
Aug 4, 20142 min read


Monthly Investment Update: 1st August 2014
The FTSE 100 index of leading UK company shares finished July at 6,730.11, losing 13.83 points or 0.21% during the […]
Julia Docker
Aug 1, 20143 min read


What does the default in Argentina mean for my portfolio?
You might have spotted in the news this week that Argentina has defaulted on its sovereign debt, for the second […]
Julia Docker
Jul 31, 20142 min read


Investing fundamentals #10 – Don’t believe the hype
In the final blog in a series about the ten fundamentals of investing, I look at how the best investors […]
Julia Docker
Jul 3, 20141 min read


3 lessons from Bernie Madoff
My reading material this morning included an article from Business Insider about Bernie Madoff, on the fifth anniversary of his […]
Julia Docker
Jul 2, 20142 min read


Super NISA
Yesterday it was my eldest grandson’s 6th birthday; great fun with a Super Mario themed party for his friends to […]
Julia Docker
Jul 1, 20141 min read


Risk profiling, investment recommendations & robot advisers
I was quoted in The Telegraph today, in an article about the risks of ‘robot advisers’. This is topical in […]
Julia Docker
Jun 29, 20143 min read


Pensions or ISAs?
With all the changes that have been announced to both pensions and ISAs in the Budget, which might be considered […]
Julia Docker
Jun 27, 20142 min read


Horrible Brazilian land investment scam
Another day, another set of victims, falling prey to an land investment scam, this time in the sunny climes of […]
Julia Docker
Jun 26, 20142 min read


Investing fundamentals #9 – Understand your investments
In the penultimate blog in a series about the ten fundamentals of investing, I explain why investors need to understand […]
Julia Docker
Jun 26, 20141 min read


Market numbers: Friday 20th June 2014
FTSE 100: 6,825.20 ↑17.09 ↑0.25% FTSE 250: 15,719.42 ↑107.54 ↑0.69% The index of leading UK company shares closed higher on Friday following […]
Julia Docker
Jun 20, 20141 min read


Time to boost exposure to commodities?
Should you be increasing your exposure to natural resources and commodities within your investment portfolio? According to a new survey […]
Julia Docker
Jun 20, 20142 min read


Investing fundamentals #8 – Keep an eye on charges
In the latest in a series of blogs about the ten fundamentals of investing, I explain why investors need to […]
Julia Docker
Jun 19, 20142 min read


More bad banks
Credit Suisse and Yorkshire Building Society join a long list of banks sitting on the regulatory naughty step after massive […]
Julia Docker
Jun 16, 20142 min read
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