Investment Insights

  • The impact of artificial intelligence on investment strategies

    While financial markets are always at the forefront of new technology, artificial intelligence (AI) is having an impact like nothing before it. One of the frightening things is that many people believe we are only just scratching the surface and there’s a lot more to come. Whether looking at investment decisions, risk assessment or simply the analysis of big data, the potential going forward is huge.

  • Is time your most valuable asset?

    In the world of investment, the most valuable assets are often those right in front of you. One such asset, frequently overlooked, is time. At first glance, this might seem like an odd statement. However, upon closer examination, the value and power of time become evident. So, stay with us, and we will explain precisely what we mean.

  • Beta figures and how to use them

    Diversification is the key to long-term investment returns, with defensive exposure outperforming relatively when markets fall and growth stocks outperforming when the markets move ahead. This brings us to the issue of beta, which is a measure of volatility against a benchmark, such as a gilt or an index, such as the S&P 500 or FTSE 100.

  • Algorithmic trading, is it ethical?

    While algorithmic trading strategies have been increasing over recent years, 2024 is likely to see significant developments in this area with the adoption of and improvements in AI. This is a topic which attracts very different opinions and is often controversial. So, what is algorithmic trading, and is it ethical?

  • Technical vs Fundamental analysis: Which is right for you?

    As a professional investor, there are two primary investment strategies, which are technical and fundamental analysis. In reality, many professional investors will amalgamate the 2 to create their perfect investment style. This article will examine the difference between technical and fundamental analysis and how they appeal to different investors.

  • Have you considered intergenerational wealth management?

    Wealth management covers various topics such as investments, budgets, insurance, retirement and inheritance tax. However, one topic rarely discussed is that of intergenerational wealth, the passing down of your assets in a controlled and sensible manner. Are your children prepared to inherit a significant legacy?