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House Report Q2 2021
In this quarter's edition of the House Report, we explore how our behaviours have changed since the pandemic started, and look forward to an exceptional recovery.
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Are bonds still a ‘strategic’ asset class for long-term investors?
Bonds have played an integral role in investors’ portfolios for well over 100 years and were considered the asset class to own before equities threw off their mantle of being a high-risk gamble. It wasn’t until the late 1940s and throughout the 1950s that George Ross-Goobey presented various…
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Charity focus: five lessons learnt from 2020
The global pandemic transposed many of us into the virtual world: charity investment reviews were suddenly conducted via Zoom, Teams and LoopUp (amongst others) and our conferences were delivered and attended from the comfort of our homes. In September, to complement the feedback we receive directly from clients,…
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Charity focus: what are the key risks facing charities’ investment portfolios today?
The value of your investments can go down as well as up. A risk warning many of us are familiar with. But the assessment of risk in the context of charities’ investments needs to be explored much more thoroughly. Risks mean different things to different people and, in…
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Managing your investments in a bear market
A rising tide floats all swimmers, but it’s only when the tide goes out that you can see who is wearing a swimming costume. Markets that consistently trend upwards – which they mostly do – make most investors look smart. It generally requires the shock of a bear…
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