State pension increases could be outpacing inflation next April, and there’s no guarantee of the Triple Lock surviving the next election.

It is sometimes easy to forget that when markets rise and fall, we are looking at this through an aggregated, market-capitalisation weighted lens. In reality, the fortunes of individual companies and even sectors may be quite disparate over both the short and longer terms. Take a look at the figure below that illustrates just how widely dispersed US stock outcomes have been year-to-date 2023 (to the end of April). The S&P 500[1] is up by around 9% in USD terms (4% in GBP te

We fundamentally believe that a systematic approach to investing provides the best chance of experiencing a successful investing journey. Sticking to some key guiding principles – which are grounded in evidence and logic – gives investors a solid foundation on which to build a sensible investment solution. This short note provides an insight into five of our favourite insights from experienced and accomplished academics and practitioners and explains how these words help us p

Unfortunately we now live in a world of fake news and ‘alternative facts’[1] where parties shamelessly push their own agenda at the cost of salient facts. In order to be heard in the noise of social media, research headlines need to be bigger and more eye-catching. For those investing using an evidence-based approach that means it is important to make sure that any evidence being reviewed is based on true facts, reliable data and sound research methodologies. There is much

The investment management industry loves its legends and there is none bigger than the nonagenarian ‘Oracle of Omaha’ Warren Buffett, CEO of the US-listed firm Berkshire Hathaway. Over the years in that role Buffett has built a portfolio of directly held companies alongside a portfolio of listed stocks. Today, he is worth over US$100 billion and is the world’s fifth wealthiest person. In anyone’s eyes, he is a highly successful investor and is often held up as a beacon in s

Whatever your politics, one has to feel a bit of sympathy (maybe) for the new Chancellor. It has been a very tough first week in a new job; lambasted by the media, accused by the Labour leader of ‘crashing’ the pound and causing higher inflation and interest rates; and a bad report from the IMF. It is certainly true that Sterling has been falling, and inflation and interest rates rising; yet to suggest that this is solely down to recent Government incompetence is to take a v