Do Downturns Lead To Down Years?

Do Downturns Lead To Down Years?

Stock market declines over a few days or months may lead investors to anticipate a down year. But the US stock market had positive returns in 16 of the past 20 calendar years, despite some notable dips in many of those years. The UK market has had positive returns for...
Q1 2021 Market Review

Q1 2021 Market Review

Our Q1 Market review is now available for download. Each quarter we share a market performance and asset class commentary with data provided by Dimensional Fund Advisors. The aim of the Review is to give you a general overview of what has happened in the...
Active vs Passive – Active Funds Fail The Test

Active vs Passive – Active Funds Fail The Test

On this subject, we don’t mind sounding like a broken record. Actively managed funds, after fees, underperform passive funds and their benchmarks over time.   Morningstar have just released their semi-annual Active/Passive barometer. It’s a report published twice...
2020 Annual Market Review

2020 Annual Market Review

Our 2020 Annual Market Review is now available for download. A market performance and asset class commentary with data provided by Dimensional Fund Advisors. The aim of the Review is to give you a general overview of what has happened in the financial world over...
What to make of Bitcoin?

What to make of Bitcoin?

So, what do you think of Bitcoin? This is a question I’ve been asked more than any other over the last few months.  Having put some thought into this, I would not invest in Bitcoin. While blockchain technology and even cryptocurrencies may be game changers, I...