Maureen’s Story
"Other companies told me that I would be living off the money I had for the rest of my life and therefore needed to ensure it lasted. I wanted a company who would do that job, but who were also caring, thoughtful and would listen."
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.
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.
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.
Planning for the good decisions, not the quick ones
Separation and divorce entails re-setting one's needs, priorities and longer term objectives. Tackling these all at once is a daunting task. One approach is to break down the big decisions into little ones to create time and space to think. The focus should be on making good long term decisions, instead of looking for quick decisions.
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.
Good COP, bad COP
The 26th Conference of the Parties (COP26) in Glasgow aimed to set new targets for limiting global warming and reducing carbon emissions. It stressed the need for consensus in making meaningful change and the role of business leaders and investors as key in driving capital towards more sustainable outcomes. In this insight piece we touch on some of the main conference agreements and explore Edison’s approach to sustainable investing.
All hands to the index
From the FTSE and Topix, to the Dow Jones, our insight piece this quarter is a quick read on indices and index funds. It explores their 130-year-old origins and why funds tracking an index may (or may not) be included in a portfolio.
Neil’s Story
"Sustainability was already increasingly important to me by the time I sold my business a few years ago. I wanted a balance between performance and environmental responsibility and that’s what I found at Edison."
Understanding the role of a wealth manager during divorce
A wealth manager is qualified to help with the difficult financial decisions during, and after, a divorce. Some individuals are sufficiently experienced to navigate these decisions unaided. But if that is not you, or you simply do not have the time, then you may need to take some advice. Here we explain what wealth management advice is, how to engage with a wealth manager and what you can expect in return.
Contact us to see how we can help.
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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.