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Education

If you want to learn more about finance and investing our education section provides access to our analysis and help you to interpret the complex financial World

Hedge Funds

Jon discusses Hedge Funds; the strategies they use and how we assess them to establish whether they are appropriate for our Portfolios.

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Nominal Bonds & Inflation Linked Bonds

Jon discusses Nominal Bonds & Inflation Linked Bonds; and how they form part of our Portfolios.

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Investment Review 2020

Investment Review 2020

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Chartered Status Explained

The title Chartered Financial Planners is awarded to companies that make a public declaration of their commitment to professional standards.

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Half Yearly Report 2020 - Trusting the Process

Our Half Yearly Report details our investing process and our Portfolios are positioned now

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Understanding Risk & Return

Please reference our News post of 01/05/2020 for more information

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2020 - How We Hope It Will Look...

This is our Annual Report for 2019 and look ahead towards 2020

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Half Yearly Report - July 2019

Check out our Half Yearly Report

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Looking at the Evidence - March 2019

Andrew highlights the various risk indicators in US investment markets at this time

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Annual Report 2018 & Beyond

Our thoughts on 2018 and the prospects for investment as we move into 2019

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Half Yearly Report - July 2018

Check out our Half Yearly Report

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Annual Report 2017 & Beyond

Our thoughts on 2017 and the prospects for investment as we move into 2018

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Chart of The Week October 2021

Chart of the Week October 2021

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Market Barometer November

Market Barometer November

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Chart of the Week November

Inflation & Earnings

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EST. 1999