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What’s in a name??

​”Complexity is your enemy. Any fool can make something complicated, it is hard to keep things simple” (Richard Branson)A volatile August has come to an end with markets ending the month down. With the decent gains so far in 2019, this was not unexpected. So as much of Europe returns from their holidays, kids go back…

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Pick Us a Winner….

​”Prediction is difficult, especially when it involves the future” (Mark Twain) So after a tremendous start to 2019, we had an adjustment across the board in May, perhaps a little more severe than anticipated although around half of those losses came during the last week. Raw Data being…                …

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So where did it all go wrong…?

​I’ve found that when the markets are going down and you buy funds wisely, at some point in the future you will be happy You won’t get there by reading, now is the time to buy. (Peter Lynch)So just as we were heading for a solid 2018 return, an off the cuff comment by Federal…

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What’s New?

​”The four most dangerous words in investing are “This time its different” “(Sir John Templeton)As we enter the last quarter of 2019, September, historically the worst month for stocks bucked the trend as we saw all major markets produce a positive return – data being:                         …

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Getting the balance right

​”A Goal without a Plan is just a wish” (Antoine De Saint – Exupery)So the month of February comes to an end, and as expected it followed January in the markets with all markets of interest being in positive territory for the month. The results so far this year so underpin my comments that the dips…

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Chinese Whispers

“A communist is like a crocodile: When it opens it’s mouth you cannot tell whether its trying to smile or preparing to eat you up” (Winston Churchill) As we re now well on our way into the second half of the year and holiday time in much of Europe, the markets continue to chug along…

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Form is Temporary, Class is Permanent

“I wouldn’t say I was the best manager in the business. But I was in the top one” (Brian Clough)​Happy New Year….. Lets all hope that 2018 is as prosperous for you as 2017 was. If you didn’t have a stellar year with your portfolios / pensions , and by that I mean at least…