10 Years After Lehman’s Collapse, 10 Common Sense Lessons for Investing Success

canoe.jpgIn 1976, one man quietly started a revolution.

That man was John C. Bogle.

He launched the Vanguard 500 Index Fund, the first index fund available to individuals, and transformed the investment landscape forever.

In 2012, Vanguard Group founder Bogle released a book. The Clash of the Cultures.

In it, he urges a return to the common-sense principles of long-term investing.

A common-sense strategy that “may not be the best strategy ever devised. But the number of strategies that are worse is infinite.”

With 60-plus years in the investment field, these lessons are immeasurably valuable: Learn more

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UK Equities: Unloved and Underrated

BrexitWith Brexit looming many of our clients have asked us how we are managing exposure to UK assets within our global portfolios. The challenge of positioning portfolios appropriately for Brexit, be it to mitigate risk or take advantage of potential opportunities, is tough as the negotiations could go either way: an acceptable future trade relationship with the EU or a no-deal outcome. These potential outcomes would have substantially different implications for investors.

Andrew Hardy (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers shares their view. Click here to learn more.

Macro Matters

When we raise the issue of the importance of macro, we sometimes get the response: ‘no one has a good record predicting macroeconomic variables like GDP growth’; ‘where do you start when it comes to the many interrelated factors that influence inflation?’; or more bluntly ‘why bother?’.

Jernej Bukovec (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers shares their view. Click here to learn more.

Tech Still all the Rage While Bears Prowl Emerging Markets: BAML Survey

imageGlobal investors remain overwhelmingly bullish on US and Chinese tech shares, while short positions on emerging equities are growing increasingly popular, Bank of America Merrill Lynch’s latest monthly institutional investor survey showed on Tuesday. Learn more

Dodgeball

There are a number of different ways that investors can lose money. Some are risks that are inherent in investing such as having to convert a paper loss into an actual loss because you have to liquidate a holding which is underwater which would likely recover if given time. There are many other ways to lose client money which are permanent. These are often a result of careless strategy selection rather than market characteristics.

James Klempster (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers shares their view. Click here to learn more.