Black Swan Blog
2022 a tough year for investors
- 3 November 2022
- Mark Pritchard
2022 is turning out to be the worst year for equities and bonds combined since 1926...
2021 Investment Portfolio Review
- 6 January 2021
- Mark Pritchard
Whilst we don’t profess to have any insight into the future, this time last year we concluded our investment review with the words “a sharp market decline may not be too far away”. Our concern at the time was not an unexpected black swan event, but the potentially explosive combination of excessive global debt and high asset prices.
Portfolio Factsheets Update
- 3 February 2020
- Mark Pritchard
2019 proved to be a good year for investment assets with above trend returns being produced by most of our example portfolios. We've updated the portfolio factsheets which can be viewed on the investments page...
2020 Investment Portfolio Review
- 7 January 2020
- Mark Pritchard
It's that time of year when we review investment manager selection and the performance of our example portfolios. Tailoring our investment recommendations to meet the needs of our clients and not 'shoehorning' investors into model portfolios necessitates a deep knowledge of the investment landscape, portfolio construction techniques and requires a view on the current market and economic landscape.
Why pay for financial advice
- 5 January 2020
- Mark Pritchard
Deciding to pay for financial advice is a big step. It’s normal to question yourself, especially as the results of this particular investment may not be apparent for years to come. In a series of articles we'll try to guide anyone going through that decision making process. We hope you find it helpful, and please don't hesitate to contact us if you have any questions or would like to talk to us in