Tag Archives: Holistic Approach

Navigating Uncertainty… Smarter Investing

We are in a challenging time, facing rapidly evolving information about the coronavirus and the effects on how we work and live. Markets continue to function and are reflecting this constant change, which means greater volatility. Those circumstances don’t make it easy for investors to stay in their seats. When markets are good, there’s naturally […]

Woodford’s Woes – A case study on the challenges of active management

Managing Your Financial Settlement

You have probably read quite a lot lately about Neil Woodford’s ‘Dark and terrible moment’, as it has been described in the press.  Due to demand we have written a short note to explain what has gone wrong, who’s to blame and to highlight the important lessons that we can take from it. A case study […]

Doing Well and Doing Good?

Sustainable Thinking

Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with their investment goals and, if so, how. As citizens, individuals can express their political preferences around sustainability through the ballot box. As investors, they also can express their preferences through […]