Coronavirus Q&A 1631 584 Clare Sanderson

Coronavirus Q&A

Every active fund manager and equity research house that we use is working overtime to consider and act on measures to protect portfolios and add value. They are also in constant contact with us providing updates on their actions. If we all look calm on the surface, I promise you…

Update on Life Behind Closed Doors 1008 756 Clare Sanderson

Update on Life Behind Closed Doors

We closed the office to the public on Tuesday and most of the staff are now working from home.  Fortunately for our business this is minimally disruptive as our entire client and portfolio management framework is electronic with remote access. We have been conducting meetings over the phone, on Skype,…

Insights – Five Charts on Investing to Keep in Mind 1631 584 Clare Sanderson

Insights – Five Charts on Investing to Keep in Mind

These five charts focus on critical aspects of investing that are insightful in times of market stress: the power of compound interest; don’t get blown off by cyclical swings; the roller coaster of investor emotion; the wall of worry; & market timing is hard.  Click here for our latest Insights

Insights – Coronavirus Update: What to Watch and What Should Investors Do 1631 584 Clare Sanderson

Insights – Coronavirus Update: What to Watch and What Should Investors Do

Key things for investors to bear in mind remain that: share market falls are normal; selling shares after a fall locks in a loss; share pullbacks provide opportunities; and to avoid getting thrown off a long-term strategy it’s best to turn down the noise during times like this.  Click here…

Insights – The Increasing Spread of Coronavirus 1631 584 Clare Sanderson

Insights – The Increasing Spread of Coronavirus

What we are seeing right now is a global contraction in earnings as a result of containment measures as a response to the Covid 19 virus outbreak.  Whilst this is disruptive to short term earnings, it does not indicate Armageddon. Please don’t mistake an aggressive price contraction as an indicator…