Clik here to view.
Industry Comment: Active vs Passive
What are we talking about? Active management versus passive index-tracking. It’s an old debate, but we saw some interesting data from S&P, a global data provider, that seemed worth considering....
View ArticleClik here to view.
Another strong month for equity – November’s market update
Our latest analysis from our Asset Allocation’s blog Pulse It’s about demand: a simple explanation of current supply chains issues ECB firmer than expected on withdrawing stimulus What free market?...
View ArticleClik here to view.
What is a personal pension plan and what options are available?
Deciding to save for your retirement is one of the most important financial moves you are likely to make in your life. If you are in employment, the odds are that you will already have a workplace...
View ArticleClik here to view.
Child savings account – what’s the best savings account for your kids?
Most kids love piggy banks. The cute designs, the clank of the coin as it is dropped into the slot, and the donors’ smiles are more satisfying to the child than the notion of saving money. Still, it’s...
View ArticleClik here to view.
COP26: A renewed focus on sustainable investing
With COP26 over, it’s time for wealth managers to consider what the various commitments and pledges made will do for investment portfolios. The United Nations Climate Change Conference, held in...
View ArticleClik here to view.
Inflation makes headlines: What investors can do about it
If you’ve been following news around financial markets over the last few days, you’ll have seen stories about a spike in inflation. In the UK, the figure has reached 4.2% — a 10-year high — thanks to...
View ArticleClik here to view.
ESG funds: what are the best ESG investment funds?
The initials ‘ESG’ stand for Environmental, Social, and Governance. When applied to investing, as in taking out ESG funds, in plain English they refer to a sort of “feel-good” way of investing that...
View ArticleClik here to view.
Investing on a budget: a quick guide
When it comes to medium and long-term financial planning, there really is no option like investing. Now we would say that, but when you consider the alternatives, a diversified, global investment...
View ArticleClik here to view.
We’ve changed our look
There comes a time in every brand’s life when you feel like you need a change. Not in terms of the business or what we do for our customers – that stays the same – but just in how we represent...
View ArticleClik here to view.
Socially Responsible Investing – Event video
As our Socially Responsible Investing portfolios grow in popularity, we felt that it was time to present the product in more detail and answer any of our investors’ questions about the offering...
View ArticleClik here to view.
Market Comment: Wrestling With Real Rates
What are we talking about? Financial markets have decided – at least for now – that inflation probably won’t be as transitory as we might have once hoped. In that context, we’ve been discussing a...
View ArticleClik here to view.
Equity Comment: Winners and Losers from Inflation
What are we talking about? With inflation looking to be “higher-for-longer”, we’ve had some discussions about the winners and losers within equity markets. A few comments: First, there’s a view that...
View ArticleClik here to view.
£2 billion in assets managed: Another huge milestone for Moneyfarm
As a wealth manager, the amount of wealth we manage is, naturally, very important to us. We love welcoming new customers, new members of the team, expanding into new markets, but what our business...
View ArticleClik here to view.
Why you’re probably already an investor
For a lot of people, being an investor feels like a distant goal rather than a reality. There is a broad perception that holding a portfolio of financial assets is only for the wealthy, or those with...
View Article