News & Views


Changing Landscape

Politics Whilst I generally stay away from Politics this is a great article from Ruffer on the changing landscape in...

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Probability Part 2

Dependence A few weeks ago we wrote about probability and how standard statistical tools could not account for large movements...


Sporting Analogy

Cricket! I wrote today’s round up watching my youngest son playing cricket and it made me think that the different...

Estate office

Short Termism

Who Would be a Fund Manager? Many of you may know the name of Investment Manager Neil Woodford; for almost 30...

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Margin Debt

Margin debt is one of a number of indicators often used when assessing Investors’ market confidence. Whilst this indicator is...


Capped Drawdown – does it still have a role?

With the introduction of Pension Freedom legislation in April 2015, the role that a Capped Drawdown can play in retirement...


Case Study

Income Provision  The following is a case study that we thought would be useful to clients and demonstrates how income...


Is Diversification Possible?

Correlations & Risk We continue to feel that risk levels are rising and that traditional asset allocation models may not...


Probability Suggests……

Should we be surprised? In finance and many walks of life probability and statistics are used to calculate the likely...


Pensions & Ill-Health

Individuals who become unable to work due to ill-health may be able to draw their pension benefits before the Normal...

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