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5 years of low interest rates
Today marks 5 years of low interest rates, following the Bank of England slashing the Bank Rate to 0.5% on […]
Julia Docker
Mar 5, 20142 min read


It pays to get a second opinion when investing
Even the best investors in the world get it wrong sometimes. Legendary investor and billionaire Warren Buffett is lamenting his […]
Julia Docker
Mar 4, 20141 min read


Avoid these ISA pitfalls in March 2014
‘ISA season’ is officially here as we enter the last full month of the 2013/14 tax year. Across the UK, […]
Julia Docker
Mar 2, 20141 min read


What assumptions do we make about investing?
When building investment models for our clients, we need to make a whole series of assumptions about what might happen […]
Julia Docker
Mar 2, 20142 min read


Market numbers: Friday 28th February 2014
The FTSE 100 index of leading UK company shares finished the week at 6,809.70, closing down 0.57 (-0.01%) on the […]
Julia Docker
Feb 28, 20141 min read


Don’t be a victim of the boiler room scam
If someone calls you on the phone and wants you to invest your money, hang up. Do not become a […]
Julia Docker
Feb 28, 20141 min read


Goodbye, annual management charges
Invesco Perpetual have boldly gone where no other fund manager has gone before, by abolishing annual management charges and replacing […]
Julia Docker
Feb 27, 20142 min read


Transparency is the key
We have always promoted the view that our clients should be able to see exactly how much they pay, and […]
Julia Docker
Feb 25, 20142 min read


Market numbers: Friday 21st February 2014
The FTSE 100 index of leading UK company shares finished the week at 6,838.06, closing up 25.07 (+0.37%) on the […]
Julia Docker
Feb 21, 20141 min read


Why you shouldn’t underestimate China
Following a period of rapid economic expansion, a recent slowdown in China has made it quite easy to be critical […]
Julia Docker
Feb 20, 20142 min read


Market numbers: Friday 14th February 2014
The FTSE 100 index of leading UK company shares finished the week at 6,663.62, closing up 4.20 (+0.06%) on the […]
Julia Docker
Feb 14, 20141 min read


Advisers favour UK & European equities
It is always interesting to see where adviser and investor sentiment lies. New research suggests that a preference towards UK […]
Julia Docker
Feb 12, 20142 min read


The High Street is dying
Saturday morning saw me on a rare shopping trip to Guildford, our nearest town centre. After an hour or so […]
Julia Docker
Feb 10, 20142 min read


Market numbers: Friday 7th February 2014
The FTSE 100 index of leading UK company shares finished the week at 6,571.68, closing up 13.40 (+0.20%) on the […]
Julia Docker
Feb 7, 20141 min read


Have Abenomics failed in Japan?
Do you remember Abenomics? The terms refers to the economic policies introduced by Japanese prime minister Shinzō Abe following his […]
Julia Docker
Feb 4, 20142 min read


Market numbers: Friday 31st January 2014
The FTSE 100 index of leading UK company shares finished the week at 6,510.44, closing down 28.01 (-0.43%) on the […]
Julia Docker
Jan 31, 20141 min read


Does fund selection still matter?
While studying for my next exam, I came across the following quote in the revision manual: “It is better to […]
Julia Docker
Jan 30, 20142 min read


Shifting global economic growth
Things are continuing to look rosy for the UK economy. The latest figures from the Office for National Statistics (ONS) […]
Julia Docker
Jan 28, 20142 min read


Arch Cru fiasco continues
It’s been a while since we’ve talked about the Arch Cru fiasco, last discussed in Nick’s blog here in December […]
Julia Docker
Jan 27, 20142 min read


Market numbers: Friday 24th January 2014
The FTSE 100 index of leading UK company shares finished the week at 6,663.74, closing down 109.54 (+1.62%) on the […]
Julia Docker
Jan 24, 20141 min read
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