There are two elements to trusting an adviser. The first is a conscious decision: Is the adviser competent? The second is sub-conscious: Does ... Read More >>
A good adviser will save you a lot of money and potentially a lot of worry. Choosing one is not easy and requires some work, but it is worth the... Read More >>
There’s a war on for your attention and the biggest casualty is often your precious time. Constantly updating media, 'helpful' apps a... Read More >>
You would think that any reasonable person would be acutely aware of the need to keep investmnet costs down. You might also reasonably expect that ... Read More >>
Warren Buffet’s annual letter to Berkshire Hathaway investors is always worth a read; they are often entertaining and always informative to a... Read More >>
Investment costs must be reduced where possible as any savings will compound in the investors favour over time. Costs are one investment variabl... Read More >>
Paying your UK National Insurance (NI) contributions while you’re offshore makes complete sense. Doing so mea... Read More >>
There are so many investment-impacting behavioural biases. Some biases are more significant (or harmful) than others; hindsight bias can be especia... Read More >>
We all get emails suggesting that active managers can beat the market (or their very specialist bit of it). The evidence suggests otherwise and the... Read More >>
Take a moment to step away from the daily turmoil, and honour the life of one giant man. John “Jack” Bogle. Read More >>
What if Charles Dickens had begun his classic “Tale of Two Cities” as follows: It wasn’t the ... Read More >>
Are you ready to get a jump on 2019 Here are six financial best practices for the year ahead. Pick a few of them or take on the entire list. Eit... Read More >>
Investors like to copy the investment strategy of well-known fund managers. Others try to emulate the endowments of top American universities. But ... Read More >>
Just like Henny Penny (aka Chicken Licken) headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what is a yield... Read More >>
Everyday, we get helpful suggestions on how best to invest our money and what we should be doing to our investments ‘armed’ with the... Read More >>
"If you as an investor would like to have a top quartile investment return over the next decade: index" Sage advice from Charlie Ellis, r... Read More >>
Investing with one eye on the news headlines can be a hazardous occupation. We risk acting on news that’s already priced in, or making lon... Read More >>
Browse the money section of your preferred weekend newspaper and you would be forgiven for thinking that fund managers routinely beat the market.&n... Read More >>
Whether you’ve been investing for decades or are just getting started, at some point on your investment journ... Read More >>
Latin America and other Emerging Markets are returning to vogue. As you consider your allocations do be mindful of the Active vs. Passive return pr... Read More >>
Everyone (apart from active mangers) knows that actively manged funds are most likely to underperform. Over the past 5 years some Read More >>
Hong Kong's fund management industry is in the spotlight. The SFC are taking a very close look at fee and the banks' distribution dominance... Read More >>
SPIVA keep score on the index vs. active debate as it unfolds. Everyone needs to know about SPIVA. Do you? Read More >>
Keeping costs low and evidence-based investing work well together. Pensions and Investments take a look at Evidence-Investing in this graphic piece... Read More >>
Big media events and market volatility make us all jittery. Here's some perspective that will help us all control those pesky behavioral tenden... Read More >>
There has been much press of late about the transition from active funds to passive funds. Understandably the active world has pushed-back against ... Read More >>
An interview with The Edge Malaysia on Low-cost investing with ETFs. Everyone wants to hear about the two powerful trends that are reshaping t... Read More >>
In the last few years Private Capital Limited has steadily been exiting traditional active funds in favour of lower cost passive funds. In our Q... Read More >>
Eugene Fama and Richard Thaler, both professors at The University of Chicago Booth School of Business, go head-to-head and debate the question: ... Read More >>
Dimensional Fund Advisors’ recent study asked this very question and provided a summary of their findings a short video. They do this stud... Read More >>
Yesterday the UK’s financial regulator (FCA) issued a stark warning regarding the increasing risk of retires being scammed via investment ... Read More >>
Coming from a developed market economy and being fortunate enough to have acquired my first property shortly a... Read More >>
In the QE era, passive investing looks to have come out on top of active management. Primarily, passive investing is less expensive than active ... Read More >>
We are pleased to be able to offer interesting technical ... Read More >>
We are pleased to be able to offer interesting technical insights from our specialist pension partners in Europe, TailorMade Pensions.
As far as the markets were conce... Read More >>
"Common pension scam warning signs are missed by nearly ... Read More >>
There is a piece on Bloomberg today focusing on the impact of offshore property buyers and in particular those from China. The piece is titled: ... Read More >>
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The information, including but not limited to, text, graphics, images and other material contained on this blog are for informational purposes only... Read More