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How do socially responsible investments perform?
Over recent years, the notion of social and environmental responsibility in investing has taken on unique importance. Of course, people invest to grow their wealth, but this is no longer enough in a...
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Introducing Socially Responsible Investing with Moneyfarm
At Moneyfarm, we’re always looking for ways to better align our portfolios with the attitudes of our customers. It’s the reason we suggest a risk level to each individual investor and rebalance our...
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Socially Responsible Investing: Your questions answered
As you probably know by now, Moneyfarm has launched its own Socially Responsible Investment (SRI) portfolios. Both new and old customers are now able to grow their wealth in a way that centres...
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China’s war on big tech and its impact on financial markets
In recent months, the bulk of our attention has been on developments in the US and in Europe. These are, after all, where we invest most heavily and they’re also the economies with the greatest...
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The rise (and fall) of day trading
When we talk about the rise in day trading over the course of the Covid-19 crisis, there are really three key dynamics in play. The first is that, for better or for worse, people’s financial situations...
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Books for summer 2021: essential reading for understanding today
This summer, we’ve compiled a list of books that we think are vital for understanding the key geopolitical and economic issues of today. Our team has picked seven unmissable titles across a number of...
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Why you might be sitting on too much cash
Sitting on cash has, historically, been a fairly safe bet. Cash savings are protected from the fluctuations seen in the stocks and shares market, while choosing to not invest means that more of your...
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Moneyfarm’s ESG portfolios explained
Recently, we introduced our new Socially Responsible Investing portfolios. Based on the fundamental principles of ESG (environmental, social and governance), our new portfolios target returns in the...
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Moneyfarm sees significant year-on-year growth in H1 2021
We’re pleased to report that Moneyfarm has seen strong figures for the first half of 2021, across some key metrics. The news comes at a time in which we’ve seen strong customer growth and increasing...
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Marriage tax allowance: what it is, how it works, and how to claim it
For people who are either married or are in a civil union, marriage allowance allows them to receive credits on their income tax accounts, enabling them to save money. If you would like to know more...
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Mind the gap: how to avoid a pension deficit
Every year, there is a day in late summertime when the average state pension runs out. This means that, for the average retired couple, the pension shortfall stands at around four months. In 2021,...
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Jackson Hole spreads message of optimism to the markets
If there were ever a symbol of the risk still inherent in the US economy, it’s the Jackson Hole symposium being held virtually for the second year running. Initially billed as an in-person meet, the...
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The ECB keeps the hawks at bay in the wake of the Fed symposium
Today’s ECB meeting was significant. As the first time the Directorate was invited to share a decision on interest rates following the August break, the meeting came after better-than-expected...
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Monthly market roundup – September 2021
This month’s market update focuses on the unique circumstances the global economy currently finds itself dealing with. From the situation in China to the fears about inflation in the West, the...
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401(k) vs SIPP: what are the key differences?
If you take even a passing interest in personal finance, you’ll probably have heard of a 401(k). Even in the UK, where the 401(k) doesn’t apply, people have likely heard of the US savings tool. It’s...
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Introducing the Asset Allocation Team Blog
Hi, We’re very pleased to introduce a new section on the Moneyfarm blog, dedicated to the Asset Allocation Team. On the Asset Allocation Team, as part of our activity of structuring and managing...
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Policy Comment: The Fed Continues Its Balancing Act
Fed Chair Powell and his colleagues on the Fed Open Markets Committee continued their successful balancing act yesterday. The FOMC statement delivered no change to the headline numbers – rates stayed...
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Economic Comment: Evergrande and Chinas Growth
What are we talking about? China Evergrande – a large and very indebted Chinese property company – has been causing worries in financial markets, with concerns that the business could collapse. The...
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A ‘robo-advisor’ is more than just a machine
When people think of robo-advisors, they naturally think of automation. Since their rise in popularity over the last decade, digital wealth management services have provided an easier, cheaper, more...
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UK Comment: End of Furlough
What are we talking about? This week saw the end of the furlough scheme in the UK, at least for now. The scheme provided critical support for businesses and employees during the pandemic. The estimated...
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