Tag Archives: Risk

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 […]

Investment Insight : Woodford’s Woes

Smarter Investing

Tips on Smarter Investing Neil Woodford – one of the UK’s best known fund managers – has recently had to suspend trading in the Woodford Equity Income Fund. What are the causes and lessons of his ‘dark and terrible moment’ as it has been described? Some investors are claiming not to know how the fund was […]

A ‘set-and-forget’ investment approach? Forget it!

No financial portfolio is an island.

Systematic, evidence-based investing often results in very little activity in a portfolio. It is wrong to think that this is the result of a ‘set-and-forget’ strategy. Wealthflow’s Investment Committee would be aggrieved at such a suggestion! Considerable effort goes on behind the scenes to allow this state of calm consistency to exist. The fortitude and […]

How deep is your risk?

Intuitively, one knows that this is a risky, dice-rolling business and that for every winner there are bound to be some losers and some also-rans.

All investors know they need to take risks in order to achieve returns higher than cash. If you asked ten investors if equities were more risky than cash, most would agree; but that depends on how one understands risk. The investment industry has done a poor job of explaining risk as it relates to an […]

Inflation Dilemma

Ten years ago, eminent economists were saying that inflation had been beaten for ever. How wrong they were! Back in the 1970s, when inflation was well above 20%, the main reason was a trebling in the price of oil, the effect of which was exacerbated by competing trade union demands for compensating wage increases. Both […]