8
February
2012
Our latest market update and portfolio review is now available.
Please click on the link below.
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11
January
2012
Summary performance to the end of December 2011 for our various portfolio strategies.
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14
December
2011
November was one of those months where the conservative part of our portfolios (fixed interest) performed poorly at the same time as the growth part. Concerns over European Bond markets weighed heavily on the European Inflation linked bond fund (although this has since substantially recovered). T
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9
December
2011
With so much money flowing into absolute return funds (or retail hedge funds as we prefer to call them) the following analysis asks are these a good investment for our clients?
We conclude that they are not and investors should not believe the hype.
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9
December
2011
With so many clients holding considerable amounts of their retirement funds in bank deposits. We consider if this strategy is likely to produce the best outcomes for both the retiree and their family in the light of the requirement to take a 5%pa imputed distribution.
We conclude that (his
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7
November
2011
October turned out to be one of the best months for equity investment in recent years. In fact October was the 26th best month in the entire history of the S&P 500 since 1926.
Investors who got scared out to the Stock market in the summer on the basis of “recency bias” that
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4
November
2011
October turned out to be one of the best months for the markets on record. This despite the fear and despair amongst investors in the summer.
Once again, illustrating the importance of having a long-term, disciplined investment approach that enables investors to be "in their seats&quo
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7
October
2011
"October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and February." Mark Twain
Once again, we have experienced some intense volatility in the markets.
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6
September
2011
The short term performance of the portfolios reflect the current market volatility. Over the longer term a globallly diversified strategy means that clients are not over exposed to any one country or region and are rewarded for adopting a patient investment approach.
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8
August
2011
The Stock-Bond Decision
Graph of MSCI World Index and DFA Global Short Bond Fund to the 5th August 2011
Source: Bloomberg
The St
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