2024-02-19T11:59:44+00:00February 16th, 2024|

Navigating 2024 and beyond

Market extremes can pose some surprising risks to investors, and we've had plenty of examples in the last few years. It's not just about performance. From FOMO to FOBI, the behavioural impact can have equally significant impacts on returns. In this insight, we explore how we build optimised strategies focused on long-term resilience, rather than chasing short-term market trends.

2023-11-30T11:36:50+00:00November 14th, 2023|

What happens next?

We launched Edison in 2007 and soon encountered a period of volatile markets and high interest rates. Investors faced tough questions about whether to stay invested or cash out. In many ways, the last two years have felt just like those first two years in business. In this insight, we look at the data to explore the answers to those questions, and consider what might happen next.

2023-09-14T16:58:27+01:00September 1st, 2023|

Has America sneezed?

Comprising around 25 per cent of world GDP, the US has a significant influence on the business and financial cycles of other economies - in other words, when America sneezes, the world catches a cold. With ever increasing concerns that the US would fall into a recession, we assess those claims and offer ways investors might navigate periods of economic uncertainty.

2023-05-19T15:29:54+01:00May 19th, 2023|

Cash is king?

For fifteen years UK interest rates have been set at historic lows. As a result, cash deposits have earned very little interest, while markets have generally advanced. But higher inflation has ushered in a new regime of rapidly rising interest rates, making cash returns more appealing. We consider whether now is a good time to be holding more money in savings.

2023-03-07T17:00:35+00:00March 7th, 2023|

Are there reasons to be cheerful?

High inflation and rising interest rates are causing a global set of worries for households, businesses, and central banks. Add to the mix crumbling public services, geopolitical conflicts, and an economic slowdown on the horizon, it can be tempting to think that things are bad and only getting worse. This insight piece challenges that view, asking: are there reasons to be cheerful?

2022-11-17T11:51:42+00:00November 17th, 2022|

Why correlation matters

2022 has been the worst year for government bonds in decades. September alone posted declines of 8% in the broad UK gilt market. Equities have suffered too, as central banks attempt to supress inflation at any cost. The result has been a simultaneous drop in stock, bonds, and most other asset classes, sending correlations positive. Our insight piece this quarter dives into why correlations – or simply, the relationship between assets – matter.

2022-08-25T16:48:51+01:00August 25th, 2022|

How recessions impact returns

By their very nature, economic cycles include both periods of growth and periods of decline. “What goes up must come down”, as they say. Over the last few months, speculation of an imminent recession has risen as economic growth shows signs of weakening globally. Our insight piece this quarter considers the impact of recessions on portfolio returns using 70-years of data. And while warnings of a downturn can be unsettling, it explores why attempting to time the market can be risky.

2023-02-28T13:26:04+00:00July 8th, 2022|

Listen : Market & Strategy Update

2022 is proving to be a turbulent year for financial markets. In this audio update Andre Pimenta is joined by Chris Barrie, responsible for investment research, and James Brown, head of investment management at Edison. Together they discuss the current monetary and macroeconomic backdrop, implications for investors and explore how this has influenced recent investment decisions at Edison.

2022-05-17T10:35:24+01:00May 17th, 2022|

Blue chips and dips

When it comes to investing, we often hear that volatility is normal. Markets are both reactive and (striving to be) predictive, so it makes sense that when the news turns sour, stock tickers turn red. In this insight piece, we consider the valuable lessons we can take from 36 years’ worth of market data on downturns. In short, dips rarely mean disaster.

2022-02-23T10:47:45+00:00February 23rd, 2022|

Adjusting the sails

Whether it’s paying for your children’s education, securing a retirement or realising financial independence, knowing where and how to invest is a key part of meeting investment objectives. It’s an age-old question. Finding the answer requires good data and an open mind. In this insight piece, we explore how our use of data underpins the formation of our long-term strategies by harnessing the benefits of diversification and portfolio optimisation.

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The value of investments and the income arising from them can go down as well as up and is not guaranteed, which means that you may not get back what you invested. Past performance is not necessarily a guide to the future. The information contained in this website does not constitute advice. The FCA does not regulate tax advice. The FCA does not regulate advice on Wills and Powers of Attorney. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

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