Market Headlines 2024 Review
It is hard to think of another year, like 2024, when headlines were this heavy. Yet markets powered on to new highs. Equities, bonds, property and commodities all delivered strong returns.
Fund Research 2024 Review
This report is based on our unbiased fund research. We look back on what has been a difficult year for active fund management firms.
Variable Yields and the Need for a Stable Income
In March 2024, the FCA concluded a thematic review (TR24/1) into retirement income advice. Interestingly, within this review, they found that…
Recent Market Volatility and Model Portfolio Positioning
You will have likely woken up to the news that global stock markets have fallen sharply.
Bank of England Cut Interest Rates
You will have seen that the Bank of England (BoE) cut interest rates by 0.25% today, the first cut since
Loss Aversion: Is Low-Risk Investing Really Low-Risk?
It is conventional wisdom that investment decisions are usually informed by an assessment of the investor’s willingness to take risk
Fund Manager Departures – The Same Story Every Time
As one may suspect, we are often among the first companies called by an investment business when a fund manager
Do UK Elections Impact UK Equities?
Yesterday, it was announced that the UK will hold a general election on July 4th 2024. We can understand how…
Active Asset Allocation: Is It Worth All The Effort?
The conscious decision to invest in one asset class over another is probably the most important investment decision we will…
Tensions in the Middle East April 2024 – Fundhouse Comment
You will have likely seen the news on Saturday. On the back of these developments, we noted that equities in…