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.
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.
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.
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.
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.
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.
"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."
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.
One year into the pandemic, the gradual reopening of society is allowing for high streets and city centres to welcome back shoppers and workers. Rising levels of activity have stirred discussions about inflation. But why does inflation matter? This insight piece will explain some potentially wide-reaching impacts and the ways investors might mitigate the risk.
The coronavirus has brought with it new awareness and understanding of the risks involved in everyday life. In seeking a return, investing also comes with its own set of risks. In this insight piece, we explore an important hidden force within volatile portfolios that can have huge long-term consequences.
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.