Category: Investment

  • Don’t put all your eggs in one basket

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    by

    Arthur Beverly
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    By and large, most investors are more concerned about losing money rather than making money.  They don’t want to see the value of their investments fall.  Its a common trait in most people. And therein lies the dilemma for Advisers.  How to protect the Client’s savings while at the same time get a good return?…

  • The Healthy Optimist

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    by

    Arthur Beverly
    in

    To be successful, investors need an attitude of healthy optimism. This idea is based on simple logic which is backed by evidence. Securities have delivered positive returns in the past and it’s reasonable to expect that they will continue to post positive returns in the future. However, it is not reasonable to expect returns to…

  • Using Multi-Asset Funds in Client Portfolios

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    by

    Arthur Beverly
    in ,

    If the recent volatility in stockmarkets has demonstrated anything, it is that holding a diversified portfolio of investments rather than relying on any one asset class for returns is usually a wise approach.   So says the Investment Association. It is no wonder the popularity of multi-asset funds is soaring, they say, with trade body, the Investment…

  • INVESTMENTS! – Active versus Passive or Active and Passive.

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    by

    JD
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    Some Advisers have debated long and hard whether Active or Passive Investing is better in the long term. In more recent years, the passive advocates’ voices have been heard loud and clear but this of course misses the point that there remains a number of hugely talented fund managers who have managed to beat the…

  • FCA ramps up warnings over online investment scams

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    by

    Arthur Beverly
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    The FCA is warning the public to be vigilant protecting themselves from online investment fraud, with figures showing investors lost an approximate daily amount of £87,410 to binary options scams last year.  Latest data from the FCA’s Scam Smart campaign shows the kind of investor being targeted by online investment scams is changing.  The regulator says those under 25 were…

  • Recent Market Volatility

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    by

    Arthur Beverly
    in ,

    Well, have the Markets settled down again?  I honestly don’t know.  In 30 years of business, the markets have never really settled down in my opinion.  “Settled down” to me means a straight line in an upward trend on an ongoing basis.  Bbut markets don’t behave like that.  They are constantly moving up and down,…