top of page


Market numbers: Friday 23rd September 2011
The FTSE 100 index of leading UK company shares finished the week at 5,053.71, up 12.10 points or +0.24% on […]
Julia Docker
Sep 23, 20111 min read


Be greedy when others are fearful
An often overused quotation from investment guru Warren Buffett is “…try to be fearful when others are greedy and greedy […]
Julia Docker
Sep 22, 20112 min read


Transparency is the future
My latest Best Advice column was published this week by Money Marketing magazine, looking at the breakdown of costs when […]
Julia Docker
Sep 22, 20113 min read


Twist and sell
The US Federal Reserve has launched a scheme called Operation Twist in an attempt to reduce long-term interest rates. Operation […]
Julia Docker
Sep 22, 20111 min read


Is now the right time for equities or gilts?
Investment Week is carrying two stories today that might be considered contradictory if read at the same time. Fidelity star […]
Julia Docker
Sep 21, 20112 min read


Balancing austerity and recovery
The International Monetary Fund (IMF) has issued a stark warning about the need to balance debt reduction through austerity measures […]
Julia Docker
Sep 21, 20112 min read


Is Italy going the way of Greece?
News that Standard & Poor’s has decided to cut the sovereign debt rating for Italy will fuel fears about the […]
Julia Docker
Sep 20, 20111 min read


FTSE 100 quarterly reshuffle
This week sees the latest quarterly re-shuffle for the FTSE 100 index of leading UK company shares, as companies leave […]
Julia Docker
Sep 19, 20112 min read


Market numbers: Friday 16th September 2011
The FTSE 100 index of leading UK company shares finished the week at 5,368.41, up 30.87 points or +0.58% on […]
Julia Docker
Sep 16, 20111 min read


Market numbers: Friday 9th September 2011
The FTSE 100 index of leading UK company shares finished the week at 5,214.65, down 125.73 points or -2.35% on the day and down 77.38 points (-1.46%) over the week.
Julia Docker
Sep 10, 20111 min read


Why savings still matter
Informed Choice chartered financial planner Martin Bamford explains why, despite historically low interest rates, cash savings still matter.
Julia Docker
Sep 9, 20113 min read


Transparency or blissful ignorance?
Informed Choice chartered financial planner Nick Bamford questions whether investors think transparency is a good thing or would they prefer not to know?
Julia Docker
Sep 9, 20112 min read


No rate cut, no more QE
The Bank of England has kept interest rates on hold at 0.5% and is not extending its £200bn asset purchase programme, commonly referred to as quantitative easing (QE).
Julia Docker
Sep 8, 20111 min read


Fund review: Invesco Perpetual Corporate Bond
Informed Choice chartered financial planner Martin Bamford reviews the Invesco Perpetual Corporate Bond fund after a recent spell of poor performance.
Julia Docker
Sep 8, 20113 min read


Newton Growth fund under review
Our Investment Committee has placed the Newton Growth fund under review, following news this morning that the fund is to be merged by BNY Mellon with the Newton Income fund.
Julia Docker
Sep 7, 20111 min read


Keeping investments under review
Shortly before I wrote this blog the FTSE 100 Index of leading shares was up nearly 100 points or about 2% on the day.
Julia Docker
Sep 7, 20112 min read


NS&I Index-linked Savings Certificates withdrawn
National Savings & Investments have withdrawn their Index-linked Savings Certificates and Fixed Interest Savings Certificates from sale.
Julia Docker
Sep 7, 20111 min read


Model portfolios, transparency & independence
A new paper from the Personal Finance Society is warning about some issues arising from the use of model portfolios, distributor-influenced funds and outsourced discretionary fund management.
Julia Docker
Sep 6, 20112 min read


Market numbers: Friday 2nd September 2011
The FTSE 100 index of leading UK company shares finished the week at 5,292.03, down 126.62 points or -2.34% on the day and up 162.11 points (+3.16%) over the week.
Julia Docker
Sep 2, 20111 min read


Don’t understand? Don’t invest!
A fairly simple rule to follow in order to avoid problematic investments is to only invest in what you understand.
Julia Docker
Sep 1, 20111 min read
bottom of page
