Limits to Growth
We look at the limits to growth – can the economy keep on growing for ever, or will we hit some natural constraints?
7 Circles - your heavenly path through investment hell
Keeping up – live portfolio tracking spreadsheet
We look at what we need from a portfolio tracking spreadsheet, and see what tools, tutorials and examples are available to help us build one.
Rate of Return – Time is not Money
We take a look at Rate of Return: time- and money-weighted, what’s best for fund managers and private investors, and how to tell if you’re adding value.
GDP – time for a change?
We take a look at the most commonly used measure of growth: gross domestic product, or GDP. Is it fit for purpose, or is there a better metric out there?
Weekly Roundup, 20th July 2015
Weekly Roundup for the UK Private Investor- debt vs equity, income investing, Apple Pay, higher rate tax, public pensions, housing and the City’s future.
Amati on AIM stocks
We look at a talk from Amati Global Investors on AIM stocks. Do you know your Lamborghinis from your Caterhams?
Retirement Money Show, June 2015
We sort the wheat from the chaff in the twenty-one presentations at the Retirement Money Show over at the QE II conference centre in Westminster.
Weekly Roundup, 15th July 2015
Weekly Roundup for the UK Private Investor: income tax, property, buy-to-let, UK debt, tax credits, china stocks, price comparison sites and charities.
Financial Capability in the UK
We look at financial capability in the UK through the lens of three government reports and an opinion poll. What can be done to improve things?
Backtesting the Investment Trust Portfolio – the results
The back-testing of the Investment Trust Portfolio is complete, and the results are in. How did the portfolio stack up against the benchmark?
Who’s afraid of sequencing risk?
We re-visit current thinking around sequencing risk – are recent claims that it is exaggerated true, or should we still fear "pound cost ravaging"?
Weekly Roundup, 7th July 2015
Weekly Roundup for the UK Private Investor: retirement savings, stamps, benefits and tax credits, fracking and a half-year review of the markets.
